Investor Questionnaire

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 Share Your Investment Goals Below:

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
To 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)*
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