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Name*

Let’s start with your name:

first

last

Email*

Ok, now what’s your email address?

Phone*

What's a good phone number to reach you at?

(By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message. Message & Data Rates may apply. You can STOP messaging by sending STOP and get more help by sending HELP.)

Contact Method*

How would you like us to contact you?

A

Email

B

Phone

B

Text

Zip Code*

What area are you from?

What kind of investor are you?

A

Individual

B

Institution

C

Corporate Retirement Plan

What kind of institution do you work for?

A

Pension

B

Endowment

C

Foundation

D

Other

What kind of retirement plan do you manage?

A

Defined Benefit

B

401k / 403b

C

Other

Investable Assets*

Tell us a little about your assets so we can best assign services to your unique needs.

Select an amount between $0 and $250k

$0

Now that you have told us about your investable assets, what is your total net worth? This will help us ensure that we assign you the correct team.

A

Between $7mil - $25mil

B

Between $25mil - $50mil

C

Between $50mil - $100mil

D

Between $100mil - $1B

Who Referred You?

Why now?

What was your motivation for reaching out to us and why is now the right time?

Form name

The Ritholtz Way

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