Date of Birth
What is your current age?
Less than 45
45 to 55
56 to 65
66 to 75
Older than 75
When do you expect to begin drawing income from this investment?
Not for at least 20 years
In 10 to 20 years
In 5 to 10 years
Not now, but within 5 years
Long-Term Goals and Expectations
What is your goal for this investment?
To grow aggressively
To grow significantly
To grow moderately
To grow with caution
To avoid losing money
Assuming normal conditions, what would you expect from this investment over time?
To generally keep pace with the stock market
To slightly trail the stock market, but make a good profit
To trail the stock market, but make a moderate profit
To have some stability, but make modest profit
To have a high degree of stability, but make small profits
Suppose the stock market performs unusually poorly over the next decade. What would you expect from this investment?
To lose money
To make very little or nothing
To make out a little gain
To make a modest gain
To be little affected by what happens in the stock market
Short-Term Risk Attitudes
Which of these statements would best describe your attitude about the performance of this account over the next three years?
I don't mind if I lose money
I can tolerate a loss
I can tolerate a small loss
I'd have a hard time tolerating any losses
I need to see at least a little return
Which of these statements would best describe your attitude about the performance of this account over the next three months?
Who cares? One calendar quarter means nothing
I wouldn't worry about losses in that time frame
If I suffered a loss of greater than 10%, I'd get concerned
I can only tolerate small short-term losses
I'd have a hard time stomaching any losses
For BeManaged Internal Use Only
Total Risk Score
BeManaged Risk Allocation (9 is most aggressive)
Customize Communication Preferences
I would prefer account updates and the monthly newsletter to be sent to:
Home Address (US Mail)
Mark all that apply.
What number(s) would be best to contact you regarding questions about your account(s)?