Glenorchy Capital Client Survey
This survey is used only to collect information from our clients. It is a requirement of the SEC for us to perform this survey. The information you submit is not used for anything other than this stated purpose, nor is it shared with others.
CLIENT:
settings
Select...
$0 - $100k
$100k - $250k
$250k - $1m
$1m - $5m
$5m - $10m
$10m +
What is your household or entity's combined annual income?
settings
Select...
$0 - $500k
$500k - $1m
$1m - $2.5m
$2.5m - $10m
$10m - $50m
$50m - $100m
$100m +
What is your net worth
(excluding primary residence combined, if joint account)
?
settings
Select...
$0 - $250k
$250k - $500k
$500k - $1m
$1m - $2.5m
$2.5m - $10m
$10m +
What are your liquid assets
(combined, if joint account)
?
settings
Select...
Income Generation
Balanced/Conservative Growth
Growth
Aggressive Growth
Speculation
What Investment Objective best describes your current situation
Income
-
Focus on generating current income
Balanced/Conservative Growth
-
Focus on generating growth balanced with income
Growth
-
Focus on generating long-term capital growth
Aggressive Growth
-
Focus on generating growth with a willingness to assume a higher level of risk
Speculation
-
Focus on generating highest potential growth, willingness to assume highest level of risk
settings
Select...
Low
Moderate
High
Very High
Highest
What is your risk tolerance?
settings
Select...
$0 - $100k
$100k - $250k
$250k - $500k
$500k - $1m
$1m - $5m
$5m +
What are your liquidity needs?
settings
Select...
Less Than 1 Year
1 - 3 Years
3 - 6 Years
6 - 10 Years
10 - 15 Years
15 Years +
What is your investment time horizon?
settings
Submit
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