| RT-1 (0–10) | RT-2 (11–20) | RT-3 (21–30) | RT-4 (31–40) | |
|---|---|---|---|---|
| TH-1 (1–5) | Conservative | Conservative | Conservative | Conservative △ |
| TH-2 (6–10) | Conservative | Moderate | Moderate | Moderate |
| TH-3 (11–14) | Conservative | Moderate | Aggressive | Aggressive |
| TH-4 (15–18) | Conservative | Moderate | Aggressive | Equity Only |
Recommendation Path
The recommended profile is determined by the matrix above using the Time Horizon and Risk Tolerance scores.
GO TO SANDHILL ARCHITECT TO CREATE ALLOCATIONThis profile sets the suitability ceiling for the account. The advisor selects the specific allocation strategy and target weights within the stated range, and documents any deviations from the suitability profile in the Advisor Recommendation section below.