Investor Preference

Investor Survey

This is a questionnaire on you and your investment planning requirements. We will use this information in order to review what we feel is best for you. We may store your data, but will never share it with any third party. During the survey, we will gather your personal details and your attitude towards investing your money. By filling out this survey, you consent to data storage, further communication and our terms of business.

Question Title

* 1. Personal Information

Name

Company

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Country

Email Address

Phone Number

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* 2. Employment

Occupation

Annual Income

Monthly Income

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* 3. What type of financial institution accounts do you currently have?

Bank/Thrift

Credit Union

Brokerage account

Mutual Fund

Retirement account (401k, etc)

Other

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* 4. How long do you want to hold/anticipate holding your investments?

0 to 5 Years

5 to 10 Years

10+ Years

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* 5. How much money are you looking to invest?

$0 to $5,000

$5,000 to $10,000

$10,000 to $50,000

$50,000 and above

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* 6. I enjoy exploring investment opportunities for my money.

I strongly agree with this statement.

I tend to agree with this statement.

I am neutral on this

I disagree with this statement.

I strongly disagree with this statement.

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* 7. I go for the best possible return even if there is risk involved.

Always

Usually

Sometimes

Rarely

Never

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* 8. What is your typical attitude when making important financial decisions?

Very adventurous

Adventurous

Average

Fairly cautious

Very cautious

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* 9. What percentage of each asset class below do you currently hold (total should sum to 100%).

Real Estate (including your home)

Stocks

Bonds

Gold

Options

Mutual Funds

Other

Investor Preference

Investor Survey

Question Title

* 1. Personal Information

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* 2. Employment

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* 3. What type of financial institution accounts do you currently have?

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* 4. How long do you want to hold/anticipate holding your investments?

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* 5. How much money are you looking to invest?

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* 6. I enjoy exploring investment opportunities for my money.

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* 7. I go for the best possible return even if there is risk involved.

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* 8. What is your typical attitude when making important financial decisions?

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* 9. What percentage of each asset class below do you currently hold (total should sum to 100%).

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* 10. Describe what your main concerns are