Investment Profile

Your Investment Profile includes items we label here as your Investment Situation. These are age, other investments, financial situation, tax status, investment objectives, investment experience, investment time horizon, liquidity needs, and risk tolerance. The following questions address your Investment Situation which bears on these factors either directly or indirectly.

A tag used to identify this profile *

Only alphanumeric, and -_. characters

The nominal value to be invested * $

In what year were you born? *

If you have other investments, select the highest numbered item included in those investments

1. Short term debt obligations (less than one year), such as bond funds, money market funds, or treasury bills

2. Mid term debt obligations (one to ten years), such as bond funds, or treasury notes

3. Long term debt obligations (more than ten years), such as bond funds, or treasury bonds

4. High yield debt obligations, such as junk bonds or bond funds

5. Long equities, such as stock or equity funds

6. Commodities, such as futures or commodity funds

7. Leveraged investments, such as margined equities or leveraged funds

8. Short equities, including inverse and leveraged inverse funds

Select the item that best represents your situation for the portfolio you are considering *

After-tax funds with income and growth objectives

After-tax funds with a growth objective

Tax-deferred funds with income and growth objectives

Tax-deferred funds with a growth objective

Select the item that best represents your financial situation *

Deficit financed

Leveraged investment in my own business

No debt, working for a living, saving for the future

No debt other than home and car, working for a living, saving for the future

High net worth

Select the item that best represents your investment experience *

Never invested

Invest passively in mutual and exchange-traded funds

Active investor with years of experience

Professional investor/trader/adviser

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