Thank you for the opportunity to analyze your portfolio in terms of our analytical methodologies, charts and comments. We would also like to look at the historic results in terms of your own objectives, risk and return sensitivities and views of the present Market phase. With this perspective we will provide an example of a suitable and recommendable two to four manager combination as part of the analysis.

To assist us in this task we would appreciate your taking a few minutes to complete the form below.

FREE PORTFOLIO ANALYSIS

(Please complete all fields)

NAME:
FIRST
LAST

 
COMPANY NAME:
 

MAILING ADDRESS:
ADDRESS

CITY
STATE/PROVINCE
ZIP/POSTAL CODE

COUNTRY

PRESENT EQUITY ASSETS:

Name of Fund Issuer Jurisdiction %/$ Invested Date Invested
       
I own or plan to invest in equities to a value of:

$100,000 to 200,000
$200,000 to 500,000
$500,000 to 1,000,000
Above $1,000,000

My present equity allocations are geared to:

Exploit Bull Markets
Neutralize the effects of Bear Markets
Enjoy profits in falling Markets
Profitability in both rising and falling Markets

How important is capital preservation:

Willing to risk substantial declines for optimal gains
Will accept moderate declines to achieve good gains
Would prefer capital guaranteed investments


What capital growth rate do you require:

10%
15%
more

What is the maximum 12 month loss acceptable:

Nil
10%
15%
Other

 

Please be sure that the data is complete and correct, then click SUBMIT