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QUESTIONNAIRE

QUESTIONNAIRE

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum

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(Required)
Address
1. Marital Status
2. Employment Status

3. Investment Experience (Numberof Years)

4. Estimated Annual Income
5. Tax Bracket
6. Estimated Net Worth

7. Current Investment Percentage Holdings

8. Risk Profile
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.

Home Office
3900 S. Wadsworth Blvd., Ste 590
Lakewood, CO  80235
(303) 623-7500

California Branch
1219 Morningside Dr., Ste. 215
Manhattan Beach, CA  90266
(720) 428-2411

3900. Wadsworth Blvd., Ste. 590 Lake wood , CO 80236

303.623.7500
F: 303.623.8120
800.279.4426

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