Intake form

Help us serve you better

Name *

Email address *

What is your primary investment goal?

What is your investment experience level?

Which investment strategies are you interested in?

Please select at least one option.

Stocks

Bonds

Real Estate

Cryptocurrency

Mutual Funds

ETFs

What is your current investment portfolio size?

What is your risk tolerance?

What is your preferred method of communication?

Please select at least one option.

Phone call

Video conference

Do you have any specific investment preferences or restrictions?

Additional questions or comments

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