Investor Profile Form

MM slash DD slash YYYY
1. When do you expect to begin spending the money within this account?(Required)
2. How would you describe your level of investment knowledge?(Required)
3. How many months could you continue to meet all your living expenses from existing savings and checking accounts if you suddenly lost your income?(Required)
4. What is your investment objective?(Required)
5. Which statement best describes your attitude about your portfolio performance over any one year period?(Required)
6. Which statement best describes your retirement preparedness?(Required)
7. You are a contestant on a TV game show and you can choose one of the following options(Required)
8. Which of the following statements best describes how you feel about fluctuations in the value of your portfolio?(Required)
9. How do you think your spouse or best friend would describe you?(Required)
10. Which hypothetical portfolio are you most comfortable with, considering these theoretical four year returns?(Required)
Retirement Management Systems, 696 Ritchie Hwy, Ste 200B, Severna Park, MD 21146