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Client Questionnaire

The following questionnaire will help us to start designing a portfolio that meets your investment needs.  Please fill it out, and we will get back to you with a preliminary proposal within 2 business days.

Questions marked with a * are required fields.


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Name *
Name
Services
What service(s) are you interested in? *
Investment Objectives
How much are you looking to invest? *
What are your primary investment goals?
What are you looking for from a financial advisor? (select all that apply)
What type of investments do you want to hold? (select all that apply)
What type of portfolio are you interested in? (select all that apply) *
Investing Style
The market is prone to bouts of volatility (sudden shifts upwards or downwards). How would you react if the market declined 10% in a month? *
Since 1970, the S&P 500 has returned an average of 8.4% per year. However, in some years, this has been as low as a decline of 38.5% (in 2008), or as high as a gain of 34.1% (in 1995). What do you think is the greatest loss you could tolerate on your portfolio in a single year? *
What do you think is an appropriate average annual rate of return for your portfolio? *
Which of the following best describes your approach to investing with us? *
Final Questions
Are you interested in our halal or ethical portfolio option? *