I'll ask a few short questions, and then tell you how we can help you open your account.
Let's get started. Are you retired?
What's your primary reason for investing?
Are you currently investing?
What are your investable assets?
What are you looking for in a financial advisor?
What is your current age?
When deciding how to invest your money, which do you care about more?
The global stock market is often volatile. If your entire investment portfolio lost 10% of its value in a month during a market decline, what would you do?
I expect to pull money from my investments in:
Your survey answers indicate your risk category is AGGRESSIVE: An Aggressive investor values maximizing returns and is willing to accept substantial risk. An Aggressive investor may endure extensive volatility and significant losses. Liquidity is generally not a concern to an Aggressive investor.
Your survey answers indicate your risk category is MODERATE: A Moderate investor values reducing risks and enhancing returns equally. This investor is willing to accept modest risks to seek higher long-term returns. A Moderate investor may endure a short-term loss of principal and lower degree of liquidity in exchange for long-term appreciation.
Your survey answers indicate your risk category is CONSERVATIVE: A Conservative investor values protecting principal over seeking appreciation. This investor is comfortable accepting lower returns for a higher degree of liquidity and/or stability. Typically, a Conservative investor primarily seeks to minimize risk and loss of principal. At this time Calabash Asset Management LLC may not be the right fit for you.