Investor Questionnaire

Answer the questions on the following pages with one specific financial goal in mind, such as retirement. Don't use this questionnaire for goals that require you to spend all of your money for the goal within the next two years. Savings for short-term objectives should be invested in more stable investments —primarily short-term reserves.

To determine your investment approach for other goals, fill out the questionnaire as many times as you like, with a different goal in mind each time.

Terms and Conditions of Use for Sensible Portfolios' Investor Questionnaire
This questionnaire is designed to help you decide how to allocate the assets in your retirement plan among different asset classes (stocks, bonds, and short-term reserves) and among different funds available through your plan. You are under no obligation to accept the suggestions provided by the questionnaire.

The suggestions provided are based on generally accepted investment principles. There is no guarantee, however, that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of retirement income. All investments involve risks, and fluctuations in the financial markets and other factors may cause declines in the value of your plan account. Investments in bonds are subject to interest rate, credit, and inflation risk.

This investment-planning root is provided to you at no charge by Sensible Portfolios does not provide comprehensive investment or financial advice. In applying the suggestions to your particular situation, you should consider your other assets and investments. As your financial circumstances or goals change, it may be helpful to complete the investor Questionnaire again to see if your suggested asset allocation has changed. Sensible Portfolios is not responsible for reviewing your financial situation or updating the suggestions contained here. By using this investment-planning tool, you acknowledge that you have read and understood the information above and that you agree to these terms and conditions.