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Your Email:


What is your annual household income? *


What is your Net Worth? *


What is your liquid net worth? (exclusive of house) *


What is your Federal Tax Bracket?:
(0 – 19%) Low Bracket( 20 – 28%) Medium Bracket(29% Plus) High Bracket

What is your investment objective?:
Growth & Income (All 3 GWM Standard Model Portfolio)Income Only (Required Custom Model Portfolio)Growth Only (Requires Custom Model Portfolio)Capital Preservation ( No Securities)

What is your investment horizon?:
(1 – 3 Years) = Short Term(3 – 10 Years) = Medium Term(10 – 20 Years) = Long Term

What is your risk Tolerance Level?:
Low Risk (Golden Years Model)Medium Risk (In Betweener ModelHigh Risk ( Go Getter Model)

What is your preferred management style?:
Buy & Hold (Requires Custom Model Portfolio)Annual Rebalance (Requires Custom Model Portfolio)Active Portfolio Management

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Our Office

Premier Client Investments
601 N. Congress Avenue,
Suite 432 Delray Beach, FL 33445 |
T.(561)266-0090| info@premierclientinvestments.com

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