Investor Questions

A few quick questions so our team comes prepared.

Under a minute. Your answers go straight to Roberta so the next conversation is tailored to you.

How is the bulk of your investable capital currently positioned?

Equities / market-based Real estate Retirement accounts (IRA or 401k) Cash, CDs, or money market Mixed across several asset classes Prefer not to say

Do you currently have a self-directed IRA?

Yes — already set up and funded Yes — set up, not yet funded No, but I am interested Not sure whether mine qualifies

How soon are you looking to put new capital to work?

Within the next 30 days 1–3 months 3–6 months Just gathering information for now

Preferred contact time?

Mornings Afternoons Either — no preference