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RISK PROFILE QUESTIONNAIRE PLEASE ENTER THE NUMBER YOU MOST AGREE WITH IN THE BOX PROVIDED CLIENT 1 CLIENT 2 1. How much knowledge do you have of investment markets? 1. I don't follow what goes on
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How to fill out risk profile - bridgewood:

01
Start by gathering information about your financial situation, including your income, expenses, assets, and liabilities.
02
Assess your investment goals and time horizon. Determine if you are investing for short-term goals, such as buying a house, or long-term goals, like retirement.
03
Consider your risk tolerance. This refers to your comfort level with potential investment losses. Are you willing to take on higher risks for potentially higher returns, or do you prefer more conservative investments?
04
Evaluate your knowledge and experience in investing. Are you a beginner or do you have prior experience in managing investments?
05
Review the risk profile questionnaire provided by bridgewood. This questionnaire will ask you a series of questions relating to your financial situation, goals, risk tolerance, and investment knowledge. Answer the questions honestly and to the best of your ability.
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Consider seeking professional advice. If you are uncertain about how to fill out the risk profile or have complex financial needs, consult with a financial advisor.
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Once you have completed the risk profile, review the results and recommendations provided. This will give you an understanding of the investment strategy that aligns with your risk profile.

Who needs risk profile - bridgewood:

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Individuals who are considering investing their money and want to ensure they are making informed decisions based on their financial goals and risk tolerance.
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Those who want to take a proactive approach to managing their investments and want to determine the right investment strategy for their needs.
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Investors who are considering working with bridgewood as their investment advisor and want to provide the necessary information to receive personalized investment recommendations.
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Individuals who want to reassess their current investment strategy and determine if it aligns with their risk tolerance and goals.
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The risk profile - bridgewood is a document that outlines the potential risks associated with a specific project or investment.
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