Client Investment Preferences
Ironclad Financial
Your Name
*
First Name
Last Name
Your Email Address
*
example@example.com
Would you like to include a Spouse or Partner?
*
Yes
No
Spouse/Partner's Name
First Name
Last Name
Spouse/Partner's Email Address
example@example.com
Date
/
Month
/
Day
Year
Date
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Risk Capacity
Your risk capacity is how much risk you're financially able to accept
Do you foresee any significant financial commitments in the next 5 years?
*
Yes
No
Please provide any notes that may be helpful in understanding the possible financial commitments
How many months' worth of expenses can your emergency savings cover?
*
1 Month or Less
2-3 Months
4-6 Months
More than 6 Months
How would you rate the stability of your income
Unpredictable
1
2
3
4
Highly Stable
5
1 is Unpredictable, 5 is Highly Stable
Do you have dependents relying on you for financial support?
Yes
No
What is your expected investment duration (Time Horizon)?
Short-term (Less than 5 Years)
Medium-term (5-10 Years)
Long-term (More than 10 Years)
Other
Please provide additional information in terms of your investment duration
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Risk Tolerance
Your risk tolerance is a measure of how much risk you're willing to accept
Rate your Investment Experience
*
None
1
2
3
4
5
6
7
8
9
Expert
10
1 is None, 10 is Expert
When markets experience downturns, what is your typical response?
Take Immediate Action
1
2
3
4
5
6
7
8
9
Do Nothing/Take Long-term Perspective
10
1 is Take Immediate Action, 10 is Do Nothing/Take Long-term Perspective
How much do you rely on expert opinions in making investment decisions?
Never
1
2
3
4
5
6
7
8
9
Always
10
1 is Never, 10 is Always
Regarding Investment Strategies:
Prefer Traditional Investment Strategies and methods
Open to discussions on diversifying investment strategies or methods
Prefer to seek out advanced strategies or new opportunities
Other
Regarding Investment Strategies, Other: Please Provide Details
How often do you discuss your investments with friends, family, or advisors?
Never
Rarely
Sometimes
Often
If your investment value dropped by 20% in one month, what would be your course of action?
Liquidate All
Partial Liquidation
Hold
Buy More
Other
Other: Please Provide Details
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Investment Preferences
How important are environmental, social, and governance (ESG) factors in your investment decisions
Not Important
1
2
3
4
Very Important
5
1 is Not Important, 5 is Very Important
List any specific restrictions you'd like to apply to your account(s)
Anything you'd like to add?
Submit
Should be Empty: