Thank you for your interest in our Client Profile Questionnaire.

Your success as an investor depends on many things. But, perhaps, nothing is more important than sound and disciplined investment planning. To help with this process, we have created our Client Profile Questionnaire.

As you carefully consider each question, select the answer that most closely represents your current beliefs and situation.

Before you begin completing our questionnaire, we would appreciate it if you would take a minute to fill out the short form below.

The Weiss Capital Management, Inc. No Spam Guarantee: We will not sell or rent your name or contact information to any third party.

Fields in bold are required.

Mr./Mrs.:
First Name:
Last Name:
Address:
City:
State:
  Zip:
Country:
Home Phone:
Email:

I consider myself to be:

a conservative investor
a moderate investor
an aggressive investor

My time horizon for investing is:

less than three years
three-to-five years
over five years

My total investment portfolio is:

Less than $499,999
$500,000 to $999,999
$1,000,000 to $1,999,999
Over $2,000,000

Thank you for taking a few minutes to answer these questions.

With Sincere Appreciation,
Weiss Capital Management, Inc.