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    Questionnaire:
    To better serve the potential client, this short questionnaire assists us in qualifying what type of fixed income investments best fits an investor’s profile. Understanding an investor’s age, investment experience, risk tolerance, etc. need to be reviewed before an appropriate recommendation can be put forward.

    Please take a moment to fill out this investor profile:

    Name:
    Email:
    Confirm Email:
    Phone:
    Address:
    City: State: Zip:
    1. Marital Status
    Single
    Married
    Divorced
    Widowed
    2. Employment Status
    Employed
    Unemployed
    Retired
    3. Investment Experience (Numberof Years)
    Stocks:
    Bonds:
    Options:
    Commodities:
    Futures:
    4. Estimated Annual Income
    Under $50,000
    $50,000-$99,999
    $100,000-$249,999
    $250,000-$499,999
    $500,000-$999,999
    Over $1,000,000
    5. Tax Bracket
    10%
    15%
    25%
    28%
    33%
    35%
    6. Estimated Net Worth
    Under $100,000
    $101,000-$250,000
    $251,000-500,000
    $501,000-1,000,000
     Over $ 1,000,000
    7. Current Investment Percentage Holdings
    % Cash
    % Stocks or Stock Funds
    % Fixed Income (Bonds, CD’s, Etc.)
    8. Risk Profile
    Low Risk: Money needed to fund near term expenses
    Moderate Risk: Willing to gain a return by moving out longer in maturity to obtain higher then money market return.

    Higher Risk – Willing to look at high yield investment that may be lower in rating.
    Risk and return move hand in hand. The higher the return, the greater the risk. As in all forms of investment, the rate of return is not guaranteed. Fluctuations in credit quality and economic conditions will be ever changing.