785-224-0186

4333 NW 43rd St.Topeka, KS 66618-3402 investools101@gmail.com

Client Input

Integral elements in developing the Investor/Investment Adviser relationship is good communication and documentation.  For the Investor, it is imperative the Investment Adviser will listen and advise based on both the financial and emotional needs of the Investor.  For the Investment Adviser, it is imperative the Investor will be receptive and open-minded to the recommendations of the Investment Adviser.

 

To facilitate the start process, the Investor will need to provide detailed documentation regarding their personal and financial status, portfolio and risk assumptions, and behavioral finance positions.  Although time consuming, these documents provide the Investment Adviser a sound basis from which to know and understand the Investor.

 

Please select the following blue links to view these documents:

 

Client Detailed Personal Data Questionnaire PDF

 

Client Behavioral Finance Questionnaire_Single PDF


Client Behavioral Finance Questionnaire_Dual PDF


Client Portfolio & Risk Questionnaire_Single PDF


Client Portfolio & Risk Questionnaire_Dual PDF