Risk Assessment Questionnaire | Lake Ozark

How important is capital preservation?
Not Important Slightly Important Neutral Moderately Important Important
How important is growth?
Not Important Slightly Important Neutral Moderately Important Important
How important is low volatility?
Not Important Slightly Important Neutral Moderately Important Important
How important is inflation protection?
Not Important Slightly Important Neutral Moderately Important Important
How important is current cash flow?
Not Important Slightly Important Neutral Moderately Important Important
How much risk are you willing to take to acheive a higher return?
Very Low Low Moderate High Very High
Name*
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What is your preferred communication method?*
- Email
- Phone
- Both