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Complimentary Portfolio Review

Name*
FirstLast
Phone*
Email*
Address*
Street AddressAddress Line 2CityStateZip Code
Investment Information
Portfolio Objective*
- Conservative
- Moderate
- Aggressive
- Not sure.
Age*
- Under 30
- 30-39
- 40-49
- 50-59
- 60-69
- 70 and over
Total Investment Size*
- less than $250,000
- $250,000 to $500,000
- more than $500,000
How do you make your investment decisions?*
- I closely watch the market and conduct my own research on mutual funds.
- Watching the market is very enjoyable, but burdensome and confusing.
- I am a long-term investor; there is no reason to make changes to my portfolio.
- I have an investment advisor who helps me make decisions.
- I do not have time to make investment decisions.
Describe your relationship with your current advisor.*
- I do not have an advisor, but I am looking for one.
- I do not have an advisor, and I would not use one.
- I do not have an advisor, but I am interested in learning how one might help me with my investments.
- I have a good relationship with my advisor; I will work with him/her for years to come.
- I have a good relationship with my advisor, but I have another portion of my portfolio that needs help.
- I have a poor relationship with my advisor.
How would you like Fisher Equity Advisors to help you with your portfolio? (Check all that apply)*
- I need help improving my investment returns.
- I do not have the time to monitor my portfolio.
- I do not have the time to monitor my portfolio.
- I understand that my portfolio deserves constant attention, but I do not want to spend the time monitoring it.
I am primarily concerned with the following: (Check any that apply)*
- Preservation of a significant lump-sum distribution from the sale of a business, inheritance or a bonus.
- Reaction to unsettling market volatility.
- Improving investment results.
- Lack of time to manage portfolio effectively.
- Require investment management due to untimely life event/survivorship issues.
- IRA, 401(k) or 403(b) account management.
Do you have any additional comments or questions?

Complimentary Portfolio Review

Investment Information