Complete our Investment Questionnaire in order to receive a Free Consultation

You are under no obligation to answer any of the questions if you do not wish to do so but please note that the more information that we have, the better we can serve you

    If you had $10,000 to invest, which of the following would you have considered investing in?
    TWILIO (TWLO)OKTA (OKTA)ADVANCED MICRO SOLUTIONS (AMD)IMMUNOGEN (IMGN)PUMA BIOTECHNOLOGY (PBYI)

    If you had invested $10,000 when we first recommended it in November 2019, just one year later you would have had $28,285
    If you had invested $10,000 when we first recommended it in November 2019, just one year later you would have had $17,973
    If you had invested $10,000 when we first recommended it in November 2019, just one year later you would have had $21,936
    If you had invested $10,000 when we first recommended it in November 2016, just one year later you would have had $35,674
    If you had invested $10,000 when we first recommended it in November 2016, just one year later you would have had $21,581

    What is your current employment status?
    Business Owner/Self EmployedEmployeeRetiredUnemployed

    How happy are you with your current financial status?
    Very happyHappy but could be betterNot happy and looking for optionsVery unhappy and not sure what to do

    Are you comfortable with your retirement plans?
    Very comfortableComfortable but could be betterModerateWorried and not sure what to do

    Do you have a pension plan set up?
    YesNo

    Do you have any income stream coming in outside of your work?
    YesNo

    Are you looking for a steady pension income stream?
    YesNo

    Are you already investing in the stock market?
    YesNo

    Do you have any Private Equity investments?
    YesNo

    Do you currently hold any Bonds?
    YesNo

    How knowledgeable are you about the markets?
    Very knowledgeableHave some idea but not an expertHave very little idea but understand the basicsDon’t know anything about the markets

    Would you ever consider investing in order to achieve your financial goals?
    YesNoMaybe

    Would you want to be an active trader or a buy-and-hold trader?
    Short-Term Active TraderBuy-and-Hold TraderDon’t know

    What kind of portfolio what you want to build?
    Aggressive Portfolio – high risk for high returnsDefensive Portfolio – low risk low returnsIncome Portfolio – assets which provide income streams through dividendsSpeculative Portfolio – Market speculation, IPOs and Venture Capital investmentsHybrid Portfolio – a mix of all of the aboveDon’t know

    What kind of stocks would you be interested in?
    Growth Stocks – long-term asset appreciationValue Stocks – assets priced lower than their fundamentalsDividend Stocks – assets which pay out regular dividendsBlue Chip Stocks – stocks of large-cap industry leadersSpeculative Stocks – volatile but potential huge returnsPenny Stocks – stocks which typically trade at lower than $10A mix of the above

    Are you interested in early-stage investments, like Start-Ups or IPOs, which can be risky but can offer huge returns?
    YesNoMaybe

    What sectors/industries are you most interested in?
    Information TechnologyEnergyMaterialsIndustrialsConsumer DiscretionaryConsumer StaplesHealthcareFinancialsCommunicationsUtilitiesReal EstateDon’t know/Have no preference