Ok, now what about your name?
Have you worked with a financial adviser before?*
How familiar are you with our investment philosophy?*
What kind of investor are you?
What kind of institution do you work for?
What kind of retirement plan do you manage?
What is your investing experience?*
Tell us a little about your assets so we can best assign services to your unique needs.
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.
Finally, how'd you hear about us?*
Choose as many as you like.
Referral from existing RWM Client
Barry Ritholtz on Bloomberg
Barry Ritholtz on The Big Picture
Josh Brown on The Reformed Broker
Animal Spirits with Mike and Ben
Ben Carlson on A Wealth of Common Sense
Michael Batnick on The Irrelevant Investor
Blair duQuesnay on The Belle Curve
Nick Maggiulli on Of Dollars and Data
How Often Do you Read Our Blogs?*
Our sites include: The Big Picture, A Wealth of Common Sense, The Reformed Broker, The Irrelevant Investor, Abnormal Returns, Of Dollars and Data, A Teachable Moment, and The Belle Curve.
How would you like us to contact you?
What was your motivation for reaching out to us and why is now the right time?