About Opus version recommendations

We use your responses to our sign-up questionnaire to make a recommendation about the version of Opus that could be the right fit for you.

• If you selected that your investing style is conservative in the sign-up questionnaire, it appears that you have a conservative risk tolerance. Given those circumstances, it’s our opinion that the Conservative version of Opus would be the right fit for you.
• If you selected that your investing style is moderate in the sign-up questionnaire, it appears that you have a moderate risk tolerance. Given those circumstances, it’s our opinion that the Moderate version of Opus would be the right fit for you.
• If you selected that your investing style is aggressive in the sign-up questionnaire, it appears that you have an aggressive risk tolerance. Given those circumstances, it’s our opinion that the Aggressive version of Opus would be the right fit for you.

This recommendation is based solely on your responses to the questionnaire and there may be other circumstances of which we are unaware. While we believe that the recommended version of the strategy is the right fit for you, please feel free to review the other versions and select the strategy that you feel is the best fit.