What Type of Investor Are You? We look forward to helping you live your best life as our family office client! If at anytime you have questions please call or text us directly at (760) 332 - 4285 or schedule an appointment here Name * First Name Last Name Email * Phone (###) ### #### What is your primary goal with your money? Custom Financial Reports Long - term Investing Mid - Range Planning Income Generation Stock Market Business Consulting Tax Ideas Real Estate Estate Strategies Something Else What is your secondary goal with your money? Yes No In Between What amount are you saving and have to invest? Preferred Date MM DD YYYY How did you hear about us? Google Friend or Family Chamber Facebook Instagram Another Way Message * To expedite your intake please complete the brief Risk Assessment below as well Okay I'll complete the form below No thank you I'll do it later Acceptable percentage of principal loss in a short-term period? (less than 1 year) Up to 5% Up to 10% Up to 15% Up to 20% Up to 25% What is your desired annual rate of return for the bulk of your money? 0.2 - 5.0% 2.5 - 5.0% 5.0 - 7.5% 7.5 - 10% 10%+ When will you begin to use the bulk of your invested funds? Less than 2 years 2 to 5 years 6 to 10 year 10 to 20 years 20 to 30 years, retirement More than 30 years The goal for this money is: Retirement When will you begin to use the rest of your invested funds? Less than 2 years 2 to 5 years (i.e. buying an investment property or home, getting married and buying a house) 6 to 10 years 10 to 20 years 20 to 30 years More than 30 years Which of the following statements best describes your investment objectives? My highest priority is to preserve my investment and I am willing to accept minimal return in order to do so. I seek to generate income from my investments and interested in a low degree of risk of loss . I seek to grow the principal value of my investments over time with a moderate degree of risk of loss. I seek to accelerate the growth of my investments over time with an average degree of risk of loss. I seek a significant appreciation of my investments with a high degree of risk of loss. How would you respond in the event of a decline in the value of your investments? I would sell my investments immediately if they were to suffer substantial declines. Although declines in investment value make me uncomfortable, I would wait before adjusting my portfolio. I can endure significant declines in investment value, I would wait 1 year before adjusting my portfolio. If I were to suffer a significant decline over years, I would follow my long-term strategy and not adjust my portfolio. I would increase the amount invested in my portfolio in anticipation of an increase in value. Which of the following scenarios would make you more uncomfortable? Making an investment and watching it decline in value. Selling an investment and watching it increase in value I don't like regretting things If you were at all invested during the decline in stock market values that took place from 2007 through 2009, what action did you take with respect to your investments? Sold all equity holdings Moderately decreased equity holdings No changes Moderately increase equity holdings Significantly increased stock holdings Not applicable In general, how did you feel about the decline in stock market values from 2007 through 2009? High level anxiety Moderate level of anxiety Acceptance that short-term losses are part of investing and assurance that the risk I took was reasonable give the potential long-term gains of investments Indifference but you understood it was a great time to invest Excited to be able to invest in assets that had declined in value How would you descride your level of knowledge with regard to finance and investing? Minimal: I have very little interest in understanding finance and investing. Low: I have a very basic knowledge of financial products such as what stocks and bonds are. Medium: I have beyond basic knowledge of financial products, understanding diversification, terminology and strategy. High: I have vast knowledge of financial products, terminology, strategy and matters affecting the market. Advanced: I have an in-depth knowledge of financial products, including stocks, mutual funds and options. How many years have you owned Mutual Funds? How many years have you owned Stocks? How many years have you owned Bonds? How many years have you owned Options? How many years have you owned Options? How many years have you owned Variable Annuities? How many years have you owned ETF's? How many years have you owned REIT's? How many years have you owned Limited Partnerships/Private Placements? How many years have you owned Crypto Currency? Thank you! create money portal Secret to budget success form Optimizing Business Strategies pre-questionnaire
