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Determine the Type of Investor You May Be
To determine what kind of investor you may be, simply answer these questions.
Time Horizon
1. I have long-term financial goals of 10 years or longer.
Strongly Agree Agree Disagree Strongly Disagree
2. I do not need short-term investment results to cover financial obligations or planned expenditures.
Strongly Agree Agree Disagree Strongly Disagree
Financial Goals
3. Despite the risks, growth of capital is most important to me.
Strongly Agree Agree Disagree Strongly Disagree
4. I am more focused on growth of capital than on receiving regular income.
Strongly Agree Agree Disagree Strongly Disagree
Risk Tolerance
5. When pursuing my financial goals, I can handle short-term losses on my investments.
Strongly Agree Agree Disagree Strongly Disagree
6. I am willing to accept additional investment risk when this risk increases the probability of reaching my financial goals.
Strongly Agree Agree Disagree Strongly Disagree
Financial Expertise
7. I understand the potential consequences of not reaching my financial goals.
Strongly Agree Agree Disagree Strongly Disagree
8. I consider myself to be a sophisticated investor.
Strongly Agree Agree Disagree Strongly Disagree

  



  The calculator's accuracy and its applicability to your current circumstances are not guaranteed. You should seek advice from your legal, tax or investment advisor prior to implementing any financial or investment strategy. Rates of return (where applicable) are hypothetical, not guaranteed, and do not apply to any specific investment.  
 
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  Securities may be distributed or offered through the following companies: Voya Financial Partners, LLC (Member SIPC); Directed Services LLC; Voya America Equities, Inc.; Voya Financial Advisors, Inc. (Member SIPC). All are members of the Voya family of companies.  

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