An investment management recommendation can only be effective if it is made within the context of your financial goals, risk tolerance and other investments. Otherwise, any investment program would simply become part of a disjointed portfolio with no coordination or overall direction.
For those wanting a consultation, the first step in our client relationship is to obtain important information about your personal financial situation in order to better tailor our recommendations to your individual needs. The best way to begin this process is to give one of our Investment Advisors a call at 800-348-3601 to discuss how our strategies may be incorporated into your portfolio.
Your Consultant will answer any questions you may have about our investment programs, and will send a Client Profile questionnaire to you for completion. This questionnaire helps us help you by identifying your investment goals, defining your investment expectations, and determining your tolerance for investment risk.
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Your confidential personal information will remain confidential. We will never sell, rent or otherwise share your questionnaire information with any outside group or organization. (Privacy policy) |
Choose how you would like to complete the Client Profile:
- Download the questionnaire, complete it and mail or fax it to us.
- Call us at 800-348-3601 and ask one of our Investment Advisors to mail a questionnaire to you. Once you have completed it, mail it back to us.
We look forward to the opportunity of helping you reach your financial goals.