First Name
Last Name
Email
City
State
On a scale of 1-5 (5=highly sophisticated), how financially sophisticated do you consider yourself 1 2 3 4 5
How many hours per week would you say you spend researching financial matters (economics, stocks, bonds, inflation, etc.)? 0-3 3-5 5-10 10-15 15+
Identify the most important characteristic of your financial advisor Low fees Independent financial advice Firm who acts as fiduciary with no conflicts of interests Experience in the industry Performance
What is your level of investable assets? Less than $1,000,000 $1,000,000-$5,000,000 $5,000,000-$15,000,000 Over $15,000,000
What portion of your net worth does this portfolio represent (excluding primary residence)? 0-20% 20-40% 40-60% 60-80% 80-100%
When will you need to start drawing on your portfolio? I am already drawing on my portfolio 5-10 years 10-20 years 20+ years Don't plan on accessing portfolio
What is the main goal for your investment? Preserve current assets Generate income to live on Deliver income while also growing portfolio Steadily grow assets Aggressively grow assets
Select the investment(s) you have owned or would be comfortable owning. Money market/CDsMutual funds/ETFsIndividual domestic stocks & bondsIndividual international stocks & bonds
What is the state of your financial plan? Have never had a financial plan Financial plan is out of date Have recently reviewed financial plan and it is up-to-date
How many financial advisors have you previously worked with?
What do you estimate to be a sufficient time-frame to evaluate performance of an investment manager? Less than 1 year 1-3 years 3-5 years More than 5 years
What statement most closely represents your attitude toward portfolio activity? When I don't see trades in my account, I get the sense no one is watching my investment When I see a lot of trades in my account, I am annoyed by the trade costs No opinion
What statement most closely represents your attitude towards holding cash in your portfolio? Holding cash is great because it's there to use when markets have pulled back and there are opportunities Holding cash is negative because it isn't earning anything No opinion
What is the overall rate of return (net of fees) that you expect to earn on your investments? 2-4% 4-6% 6-8% 8-10% 10%+ Unsure
If an investment dropped by 30%, with no change in the fundamentals of the investment, how would you react? Sell all of position Sell part of position Do nothing Add to position Unsure
What is the most you would be willing to see your portfolio decline in one year? 0-10% 10-20% 20-40% 40-60% 60%+
Which Evergreen services are you interested in? Investment managementResearchFinancial planningTax adviceNone
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