Name

Email

Phone

Are you satisfied with your current advisor?

YesNoUndecided

Do you have any investable assets?

$250-500k$501-$1Mil$1Mil+

Would you like to earn 3-5% per year without going backwards over 5, 10, 15+ years?

YesNo

Which would you prefer to have?

Low risk, low volatility investment management platformHigh risk, higher volatility and no probability of success

How did your portfolio perform during any market downturns?

Lost a great deal of moneyBroke evenI'm not sure

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