At SMK, we specialize in working directly with our clients to clearly understand your investment goals and risk tolerance levels so we can match you with the appropriate opportunities. Please take a moment to complete the info below: First Name* Last Name* Email* Phone (kept confidential)*How did you hear about us?* When do you plan to retire?*I am retiredWIthin 2 years3-5 years6-10 yearsMore than 10 yearsIn which of the 3 given portfolios would you prefer to invest?*Lower risk, conservative returnMedium risk, attractive returnHigher risk, aggressive return How important is liquidity in your investment criteria?*Very important, I must have access to my capital at all timesSomewhat important, I'd like to access my capital within 3 yearsNot very important, I am investing for 3+ years to grow my capital and earn passive incomeHow do you classify your risk tolerance when you evaluate an investment?*ConservativeModerateAggressiveInvestor Status*AccreditedSophisticated Non-AccreditedTo be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with their spouse.Have you ever invested in the following? (check all that apply)* Domestic Stocks/Mutual Funds/Bonds Precious Metals/Collectables Real Estate Partnerships/Syndications Commercial Real Estate Residential Real Estate How much are you considering to invest?*$25,000 – $100,000$100,000 – $250,000$250,000 – $500,000$500,000 – $1,000,000$1,000,000+How soon are you looking to invest?*I'm ready nowIn 1-3 monthsIn 4-6 monthsIn 6+ monthsI am still doing researchReal estate investment goals and criteria:*PhoneThis field is for validation purposes and should be left unchanged.
