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Investment Model Profiler
To help you better understand what type of investor you are and choose the funds that are right for you, YHB Retirement Services has developed the Investment Model Profiler. This short questionnaire will help you plan for your future and help you reach your retirement goals—from your point of view.
How it Works
The Investment Model Profiler will match your score with the appropriate "lifestyle" model. The investment option it assigns will show how you might allocate your money among investments in various categories.
You then have two choices:
- Simply adopt the model as shown and have us manage your model.
- Use the model as a guideline, then adjust the allocation percentages as you see fit and manage it on your own.
For a complete breakdown of your company’s investment choices by model, please contact us.
Instructions
- Answer every question. Simply click the button that corresponds to your answer.
- Each answer is assigned a point value. (The more conservative your answer, the lower your overall point total will be.)
- Once you are done responding to all the questions, click on the submit button. You'll go directly to the model that best represents your current lifestyle profile.
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