Investrly Consultation
Help me understand you better.
1.
Enter your name & Email Address
2.
Total assets you have to use in this portfolio
3.
Choose your investment focus
Capital Appreciation - More risk for potentially more reward
Capital Preservation - Less risk for potentially less reward
4.
You'd like to focus most on
High Interest Savings/Checking Accounts
Stock Market investments
Cryptocurrency investments
real estate
5.
You'd like to focus least on
High Interest Savings/Checking Accounts
Stock Market investments
Cryptocurrency investments
real estate
6.
Years investing in the markets
0
1 to 9
10+
7.
Overall investing time horizon
3 months
6 months
1-2 years
3-5 years
8.
Are you against investing in a specific company, niche, or market? Write it in
9.
Which are you most likely to choose going forward - If everything is equal today
1 Bitcoin
100 shares of Tesla
Your cash in a 6-10% high interest account
100 shares of Amazon
10.
Portfolio construction fee is 2% of total assets at start. Please confirm this works for you. (Note: Minimum assets - 5K)
Yes
No