Thinking About Investing?

Discover If Our Investments Are Right for You

Find out if you qualify as an accredited or sophisticated investor

Learn where you stand compared to other investors in your market

Third thing you get as a bonus today

Thinking About Investing?

Discover If Our Investments Are Right for You

1. Have you explored private investments like real estate, energy, or other alternatives before?

(Just helps us understand your experience level — no right or wrong answers.)

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Yes, several times — I love exploring new opportunities

Once or twice — still learning

Not yet, but I’m interested

No, this would be my first

2. When you think about investing, what matters most to you?

(Your priorities help us align the right opportunities for you.)

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Consistent cash flow and predictable income

Reducing taxes through strategic investments

Long-term appreciation and equity growth

A balanced mix of the above

3. What’s made the biggest difference in your most successful investments?

(Everyone has their secret to success — what’s yours?)

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Partnering with the right team

Doing thorough due diligence

Diversifying smartly

Timing the market

4. When it comes to investing, what’s your top concern?

(Everyone’s goals are unique — this helps us tailor our approach to you.)

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Transparency and communication

Tax efficiency and long-term planning

Liquidity and access to capital

Aligning my portfolio with my personal risk profile

5. How important is predictability and stability in your investments?

(Some love steady, others like a little turbulence — both are fine!)

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Very important — I prefer consistent returns

Somewhat important — I balance risk and reward

Depends on the team

Not a big priority

6. How would you describe your overall risk profile?

(Helps us match the right investment type and structure to your comfort level.)

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Moderate — I like balanced, steady growth

Conservative — I prefer stability and protection

Opportunistic — open to calculated risk

Aggressive — I’m comfortable with high risk for higher return

7. How diversified would you say your current portfolio is?

(No judgment — this helps us understand your mix.)

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Highly diversified

Somewhat diversified

Focused in one area

Not diversified yet

8. What builds the most confidence for you when you partner with an investment team?

(This helps us understand how you define trust and credibility.)

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Shared values and transparent communication

Team experience and track record

Consistency and follow-through

Strong materials and marketing

9. If an investment could be held in your IRA or qualified plan, would that be appealing?

(Many of our investors love that flexibility — it can make your dollars work smarter.)

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Definitely — that’s a major advantage

Possibly — I’d like to understand how that works

Not sure — I’d talk with my advisor first

No — I prefer to invest personally outside my IRA

10. Roughly what size investments are you most comfortable making?

(This helps us match you with the right opportunities.)

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$250,000+

$100,000–$250,000

$50,000–$100,000

Under $50,000

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