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* Past performance does not guarantee future results. Each managed-account program has its own degree of risk and suitability. Please read the Firm’s ADV Part II and any program’s marketing materials before you invest.
Optional Survey
So that we can learn more about you, please complete the following brief survey and then click SUBMIT (below). If you prefer not to complete the survey, click SUBMIT now.
I’m actively seeking a relationship with a money manager:
Yes
No
Maybe
I consider myself to be:
a conservative investor
a moderate investor
an aggressive investor
My time horizon for investing
is:
less than one year
one-to-five years
more than five years
My total investment portfolio
is:
$0 to $499,999
$500,000 to $749,999
$750,000 to $999,999
$1,000,000 plus
Thank you for taking a few minutes to answer these questions. Your answers will help us to provide you with investment solutions suitable for your personal situation.
With Sincere Appreciation,
Weiss Capital Management, Inc.
Weiss Capital Management, Inc. is an affiliate of Weiss Research, Inc.