Common use of Risk Tolerance Clause in Contracts

Risk Tolerance. Aggressive. The aggressive portfolio should be constructed to help maximize long-term annual returns rather than to minimize possible short-term losses. Moderately Aggressive. Moderately aggressive investors are willing to assume more short-term risk in an attempt to maximize long-term annual returns.

Appears in 2 contracts

Samples: Customer Agreement, Customer Agreement

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Risk Tolerance. Aggressive. The aggressive portfolio should be constructed to help maximize long-term long‐term annual returns rather than to minimize possible short-term short‐term losses. Moderately Aggressive. Moderately aggressive investors are willing to assume more short-term short‐term risk in an attempt to maximize long-long‐ term annual returns.

Appears in 1 contract

Samples: Customer Agreement

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Risk Tolerance. Aggressive. The aggressive portfolio should be constructed to help maximize long-long- term annual returns rather than to minimize possible short-term losses. Moderately Aggressive. Moderately aggressive investors are willing to assume more short-term risk in an attempt to maximize long-term annual returns.

Appears in 1 contract

Samples: Customer Agreement

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