Your Risk Profile

Goldsmith Mellon DeLosReyes, Inc.
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THIS PAGE IS RESERVED FOR THE USE OF WEB VISITORS WHO HAVE INTENTIONS OF OPENING AN ACCOUNT WITH GOLDSMITH MELLON DELOSREYES, INC. ($250K MINIMUM INITIAL INVESTMENT IN CASH OR SECURITIES TRANSFER) , AND WHO HAVE FILLED OUT THE INVESTMENT ADVISORY REQUEST FORM ON THE PRIOR PAGE: "TO OPEN AN ACCOUNT". IF YOU HAVE NOT DONE SO YET, STOP AND GO BACK TO THE PRIOR PAGE BY CLICKING "TO OPEN AN ACCOUNT" BEFORE ANSWERING THE QUESTIONNAIRE BELOW.  FILLING OUT THE FORM IS NOT A COMMITMENT TO OPEN AN ACCOUNT, BUT WILL INITIATE A DISCUSSION ON YOUR INVESTMENT PLANS AT NO COST TO YOU.  AS AN ALTERNATIVE TO FILLING OUT THE FORM, YOU MAY SEND AN E-MAIL BY CLICKING ON THIS ADDRESS mailto:Goldmeld@aol.com OR CALL TO REQUEST FREE CONSULTATION. 

 

Visitor Profile

Name:                                                           

Address:

Telephone:                                                                                                                                                    

E-mail:    Fax:

Risk Questionnaire

(The answers to the following questions will determine your risk profile.  Please answer each question with a scaled numerical response: 1, 2, 3, 4, or 5.   An answer of 1 means you strongly disagree with the statement, and 5 means you strongly agree. Press "SUBMIT" at the end.)

1. Expected Return.   Given historical returns on different kinds of investments, my desired level of investment return is above-average.1 5

2.  Risk Tolerance.  I am willing to bear an above-average level of investment risk (volatility).  I can accept occasional years with negative investment returns.  1 4   5

3.  Holding Period.  I am willing to maintain investment positions over a reasonably long period of time (generally considered 10 years or more). 1   5

4.  Liquidity.  I do not need to be able to readily convert my investments into cash.  Aside from my portfolio, I have adequate liquid net worth to meet major near-term expenses. 3   5

5.  Ease of Management. I want to be very actively involved in the monitoring and decision-making required to manage my investments.4   5

6.  Dependents.  There are none or only a few dependents that rely on my income and my investment portfolio for support.   4   5

7.  Income Source. My major source of income is adequate, predictable and steadily growing.
     3 5

8.  Insurance Coverage.   I have adequate degree of insurance coverage. 2  
    4 5

9.  Investment Experience.   I have prior investment experience with stocks, bonds, and international investments.  I understand the concept of investment risk. 2   5

10. Debt/Credit. My debt level is low and my credit history is excellent. 2   5

NOTE:  THIS SERVICE IS RESERVED FOR SERIOUS INVESTORS ONLY. COMPLETE INFORMATION IS REQUIRED FOR PROCESSING YOUR RISK PROFILE.  NAME, ADDRESS,TELEPHONE NUMBER, AND EMAIL ADDRESS MUST BE INCLUDED. DO NOT SUBMIT UNLESS YOU HAVE FILLED OUT THE FORM "TO OPEN AN ACCOUNT" ON THE PRIOR PAGE.

Thank you for submitting your risk profile information. As a reminder, Inorder for the data to be processed you must also fill out the form in the section "To Open An Account."  If you have not done that please go to that section by clicking its section button below. You will be contacted with the analysis results in a few days.  You may also send an e-mail to Goldmeld@aol.com  to follow-up or ask for more information.

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Copyrightę1998 Goldsmith Mellon DeLosReyes, Inc. All Rights Reserved. This website was created by GMDWebSmyt. For questions or comments about this website mailto:GMDWebSmyt@aol.com Click on the address to send e-mail.