1. What type of investor are you?

2. What is your age?

3. What is your annual income? Select 50K-100K 100K-200K 200K-300K 300K-400K 400K-500K 500K-700K 700K-900K 1 Million +

4. What is your approximate net worth? Select 100K-250K 250K-500K 500K-1 Million 1-1.5 Million 1.5-2 Million 2-3 Million 3-5 Million 5-10 Million

5. Which investment classes do you currently invest in and approximately how many years of experience do you have investing in each class?

Stocks:	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+
Bonds:	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+
Mutual Funds:	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+
Managed Accounts:	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+
Limited Partnerships:	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+
Real Estate:	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+
Futures:	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+
Managed Futures:	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+
Foreign Exchange Trading	Yes | No	Years 1 2 3 4 5 6 7 8 9 10+

6. What is your investment objective? (Choose all that apply)?
Principal Protection
Diversification
Growth
Aggressive Growth
Hedging
Private Equity Participation - Environmental Projects

7. Contact Information
First name*:

Last name*:

Phone Number:
-
Email Address:

Please enter any additional comments or questions.



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