Once completed we’ll:

  • Identify your investor profile.
  • Suggest proposed portfolios with levels of risk.
  • Provide portfolio allocations and performance data with each proposed portfolio.

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We do not make recommendations about whether a security or investment is suitable for you, based on your personal needs or financial situation. The decision to buy, sell, or hold any investment rests solely with you. We will not use the information you provide in this questionnaire to approve, review, or monitor any investments you may make through us.