MyHSA.com - Alliance Benefit Group of Illinois

456 Fulton Street, Suite 345 - Peoria, Illinois 61602 | Ph: 800-57-MyHSA | Fax: 800-688-4329

What Type of Investor Are You?

Once you establish your MyHSA – Health Savings Account, you need to develop an investment strategy. This questionnaire can help you determine whether you are a conservative, moderate, or aggressive investor and which investments offered by your retirement plan may suit your needs. Use this information in combination with other investment planning advice available to you.

Please read the following statement. Rank yourself on a scale from 1 to 5 as to whether you agree or disagree with the statement. Type your choice in the box next to the statement.

1 = Strongly Disagree	2 = Disagree	3 = Neutral
4= Agree	5 = Strongly Agree

1.	To obtain above-average returns on my investments, I am willing to accept above-average risk of investment losses.
2.	Staying ahead of inflation is more important to me than maintaining stable principle values.
3.	If an investment loses money over the course of a year, I can easily resist the temptation to sell it.
4.	I do not plan to withdraw from my account for major expenses for several years.
5.	I consider myself knowledgeable about economic issues and personal investing.

Your investor profile score is:

Investor Profile

5

10

15

20

25

Conservative
Moderate
Aggressive

Remember, neither the five statements nor your total score is meant to tell you which investments to choose. Rather, the questionnaire may help you better understand your investment objectives and feelings about risk so you can select investments that are right for your situation.

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