Strategies

Tier 1. So that you may be connected with the research reports please tell us briefly about yourself.
Which best describes you or the organization you are affiliated with? If these do not fit, please scroll down to Tier 2.

Tier 1 (goes direct to research reports) *

SEC Registered Investment Adviser
State Registered Investment Adviser
Investment Adviser Representative
Registered Representative
Private Securities Offering Representative
Exempt Reporting Adviser
Qualified Institutional Buyer
Institutional Family Office

Company (required) *

If you would like me to contact you regarding your visit, please complete the following before submitting.

First

Last

Phone Number (numbers only)

Email

Please tell us here if you have any other questions, and we'll be in touch shortly

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Tier 2. Which best describes you or the organization you are affiliated with? If these do not fit, please scroll down to Tier 3.

Tier 2. (research reports will be sent to you by Capital Advice) *

Entity Owning or Managing more than $5 million in investments
Family Office Managing more that $5 million in investments
Individual with a net worth in excess of $2.1 million excluding your home

So that I may forward the appropriate reports to you please answer the following three questions.

(1) What is your investment objective? *

Aggressive Growth (Growth commensurate with a 90+% Equity Exposure)
Growth (Growth commensurate with a 70-90% Equity Exposure)
Moderate Growth (Growth commensurate with a 50-70% Equity Exposure)
Conservative Growth (Growth commensurate with a 30-50% Equity Exposure)

(2) What amount of risk in an investment are you comfortable taking? *

Significant Risk
Moderately Aggressive Risk
Moderate Risk
Conservative Risk

(3) Have you or do you use margin or leveraged investments in a portion of your portfolio? *

Yes
No

Name *

First

Last

Phone *

Email *

Company

Please tell us here if you have any other questions, and we'll be in touch shortly

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Tier 3. Research reports are based on hypothetical trades which have limitations and so regulators are very concerned that only certain types of investors should be able to view them. Discussing the strategies is something that can be done with all investors. Access to the reports may not be possible at this time but a conversation regarding the strategies may be in order. Please contact me to start that conversation. If you would like me to contact you, please leave your contact information below.

Name *

First

Last

Phone (enter only numbers) *

Email *

Please tell us here if you have any other questions, and we'll be in touch shortly

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