The review is designed to evaluate your current investment status and create a recovery strategy to help you achieve your financial goals. This is a no obligation review. Just complete the short form below and a member of our investment team will contact you to arrange your portfolio review.


Title:    First Name:    Last Name:

Email Address:     Phone Number:   ### ###-####

Street Address:
Address (Line 2):
City:    State:    Zip Code:

Joint Tenant Name:

Corporate/Trust Name:

Retired?:    Age:

Portfolio objective
Conservative: I want to use my portfolio as a hedge against inflation while also preserving my principal.
Moderate: I need a balance of current income and growth of my principal.
Aggressive: I want growth of my principal to support my retirement years. I understand that the pursuit of greater growth may entail a greater potential loss of principal.

Total Investment Size
$100,000 — $500,000
$500,000 — $1,000,000
$1,000,000 — $3,000,000
$3,000,000 — $5,000,000
$5,000,000+

How do you make your investment decisions?
I closely watch the market and conduct my own research on mutual funds.
Watching the market is very enjoyable, but burdensome and confusing.
I am a long-term investor; there is no reason to make changes to my portfolio.
I have an investment advisor who helps me make decisions.
I do not have time to make investment decisions.

Describe your relationship with your current advisor (Check all that apply)
I do not have an advisor, but I am looking for one.
I do not have an advisor, and I would not use one.
I do not have an advisor, but I am interested in learning how one might help me with my investments.
I have a good relationship with my advisor, I will work with him/her for years to come.
I have a good relationship with my advisor, but I have another portion of my portfolio that needs help.
I have a poor relationship with my advisor.

How would you like Portfolio Asset Management to help you with your portfolio? (Check all that apply)
I need help improving my investment returns.
I do not have the time to monitor my portfolio.
I need to use my portfolio to supplement my income.
I understand that my portfolio deserves constant attention, but I do not want to spend the time monitoring it.

I am primarily concerned about the following. (Check all that apply)
Preservation of a significant lump-sum distribution from the sale of a business, inheritance or a bonus.
Reaction to unsettling market volatility.
Improving investment results.
Lack of time to manage portfolio effectively.
Require investment management due to untimely life event/survivorship issues
IRA, 401(k) or 403(b) account management



Please let us know if you have any other questions or comments!