1. I want to be free of investment worries: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
2. I want to preserve my capital and earn a reasonable return: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
3. I want an investment plan customized to fit my needs: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
4. I am ready for professional investment management: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
5. I see the sense in buying shares of sound companies: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
6. I have outgrown off-the-shelf products: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
7. I want personalized service from trusted professionals: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
8. I want more value for my management fees: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
9. My portfolio requires full time professional attention: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
10. A long-term view is essential for wealth accumulation: Select from 1 to 5 >> Select... 1 - Not Important 2 - Somewhat Important 3 - Neutral 4 - Important 5 - Very Important
MY AVERAGE SCORE = If your average score is 3.0 or higher, please contact Sprung & Co.
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