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  2. 2015
  3. January
  4. Q
  5. QuestionPro : Company Satisfaction
 
 
Please check the line that best describes your investment goals and risk tolerance?
 
Aggressive Growth: I can tolerate losses up to 25%
 
Moderate Growth: I can tolerate losses up to 20%
 
Growth & Income, I can tolerate losses up to 15%
 
Growth & Income: I can tolerate losses up to 10%
 
Income only: I can tolerate losses up to 10%
 
 
 
How many years do you have until retirement or until you will need income from your portfolio?
 
Currently retired
 
Less than two years
 
Two to five years
 
Five to ten years
 
Ten years or more

 
 
 
Would you consider yourself ?
 
A very experienced investor with more than ten years experience (stocks, bonds, mutual funds)
 
An experienced investor with five to ten years experience( stocks, bonds, mutual funds)
 
Somewhat experienced investor with less than five years experience( stock, bonds, mutual funds)
 
I have only owned mutual funds or exchange treated funds(ETF)
 
I am a first time investor
 
 
 
How likely are you to continue doing business with us?
 
Very likely
 
Somewhat likely
 
Neutral
 
Somewhat unlikely
 
Very unlikely
 
 
 
How likely is it that you would recommend our [PRODUCTS/SERVICES] to a friend or colleague?
 
Very likely
 
Somewhat likely
 
Neutral
 
Somewhat unlikely
 
Very unlikely
 
 
 
Do you have any suggestions for improving our [PRODUCTS/SERVICES]?
   
 
 
 
What is your gender?
 
Male
 
Female
 
Prefer not to answer
 
 
 
Which category describes your age?
 
Younger than 18
 
18 - 24
 
25 - 34
 
35 - 44
 
45 - 54
 
55 - 64
 
65 or older
 
Prefer not to answer
 
 
 
What best describes your employment status?
 
Employed full-time
 
Employed part-time
 
Self-employed
 
Not employed, but looking for work
 
Not employed, not looking for work
 
Retired
 
Student
 
Military
 
Homemaker
 
Prefer not to answer
 
Other
 
 
 
 
Which of the following categories best describes the industry you work in?
 
Automotive
 
Advertising
 
Consulting Services
 
Education
 
Entertainment
 
Financial Services
 
Government Services
 
Healthcare
 
Human Resources
 
Information Technology
 
Marketing/Sales
 
Non-Profit
 
Pharmaceuticals
 
Public Relations
 
Technical Services
 
Travel
 
Other
 
 
 
 
Which category best describes your annual income?
 
Under $15,000
 
$15,000 - $29,999
 
$30,000 - $44,999
 
$45,000 - $59,999
 
$60,000 - $74,999
 
$75,000 - $89,999
 
$90,000 or more
 
Prefer not to answer