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What Are Your Investment Goals?
How Did You Hear About Us?
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Are you an Accredited Investor? (Have a net worth of over $1M excluding the value of your home OR earn more than $200k annually ($300k with spouse) for the past two years.)
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I don't Know?
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Investments (Amount interested in investing.)
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$50,000 - $100,000
$100,000 - $300,000
$300,000 - $500,000
$500,000+
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Sources (What are the sources of your potential investment capital?
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Liquid cash in checking and savings accounts
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Equity in real estate, accessed through a Home Equity Line
Other
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Timeline (What is your timeline for investing?)
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Immediately
1-3 Months
3-6 Months
6-12 Months
12 Months+
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Is there anything else you would like to tell us about you?
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