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Confidential Client Questionnaire

The information developed from your Confidential Questionnaire will be carefully analyzed and then used to form the foundation upon which your investment program is implemented. Clearly defined guidelines and investment objectives will be outlined in our recommendations and then documented in a written Investment Policy Statement that is crafted to meet your specific needs.

The time you spend completing the Questionnaire will contribute significantly to the formal establishment of our engagement as your investment advisor and help us achieve better overall results for you.

Our experience has shown that in order to successfully customize an investment strategy, it is essential for us to learn about your investment experience and financial goals. The Questionnaire is designed to help us define and prioritize your financial goals, establish your investment time horizon and to understand your ability to accept investment risk and possible loss.

As a first step, and to help you focus on your investment goals, preferences and objectives, we ask that you complete the Confidential Client Questionnaire Preface by clicking on the link above, printing the form and then sending us your responses.

Your answers to these questions will provide us with insight into your prior investment experience and is the first step toward completing our 7-page questionnaire. Your answers to the questions in the Preface above, and the full Confidential Client Questionnaire that we will be happy to send you, will allow us to more closely align our recommendations with your investment needs.

If you would like us to send you the entire Confidential Client Questionnaire for your review, just call our office.


Download questionaire

Download questionaire
8655 E. Via De Ventura, Suite G-200, Scottsdale AZ 85258
Telephone: 480.346.1333 | Fax: 480.346.1112