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Financial Learning Center


Basic Principles of Investing

What's Your Risk Profile?

Taking the measure of your risk profile is generally designed to show you how heavily you should be invested in the stock market. It is an indicator of your ability to accept a higher rate of return in exchange for risking principal.

Find your risk tolerance by choosing the statement that best fits your attitude.

Risk Tolerance

Attitude

Conservative

Safety of principal and minimizing risk are your most important concerns.

Conservative to Moderate

Safety of principal is a major concern. Some risks can be tolerated to boost returns and keep pace with inflation.

Moderate

Capital appreciation and safety of principal are equally important. Moderate risk can be tolerated to boost returns.

Moderate to Aggressive

Capital appreciation is your main concern. Moderating risk remains as a secondary goal.

Aggressive

Capital appreciation is your most important concern. A high level of risk can be tolerated to obtain an exceptional return.

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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA (Opens in a new Window)/SIPC (Opens in a new Window).  UniVest Financial Services is a trade name of UniBank. Infinex and UniBank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.