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Woman
Yes
No

INVESTMENT QUESTIONAIRE


0 - 5 Years
5 Years Plus
Up to 10 years: I have enough money available for any short term emergency
Open Term: I don't have a specific duration over 10 years
Limited: I always need access to my money within 60 days
Less than $10,000 USD
$10,000 - 50,000 USD
50,000 - 100,000 USD
100,000 - 500,000 USD
500,000 - 1,000,000 USD
1,000,000 USD - 5,000,000 USD
5,000,000 USD +
Agriculture & Forestry/Wildlife Extermination/Pest Control
Business & Information
Construction/Utilities/Contracting
Education
Fashion
Finance & Insurance
Food & Hospitality
Gaming
Health Services
Manufacturing
Media/Entertainment
Mental Health Services
Motor Vehicle
Natural Resources/Environmental
Personal Services
Real Estate & Housing
Safety/Security & Legal
Sports
Technology
Tourism
Transportation
Agriculture & Forestry/Wildlife Extermination/Pest Control
Business & Information
Construction/Utilities/Contracting
Education
Fashion
Finance & Insurance
Food & Hospitality
Gaming
Health Services
Manufacturing
Media/Entertainment
Mental Health Services
Motor Vehicle
Natural Resources/Environmental
Personal Services
Real Estate & Housing
Safety/Security & Legal
Sports
Technology
Tourism
Transportation
A seasoned investor with a diverse portfolio
I understand public trading and private equity
Some successful investing experience
Some experience but it didn't go well so I want help
I am a new/first-time investor
Startups
Businesses aged 5+ years
Businesses aged 10-15+ years
No preference
100% Black-Owned
Woman-owned
Vegan/Vegetarian
Disabled-owned
Eco-friendly
Energy Star Certified
SME
Panicked and very uncomfortable
Quite uneasy
A little concerned
Accepting of the possible highs and lows
Excited by the potential for gain
I prefer a higher risk of losing my investment because the greater gains are worth the risk
I prefer moderate risk where my money is safer and the gains are lower
I prefer to keep my money the safest and I'm willing to accept smaller gains
A product with a low average annual return but almost no risk of loss of the initial investment
A product with a higher average annual return but some risk of losing part of the initial investment
A mixture of the two products
Yes, I would be interested in 2% of my investment funds donated to philanthropic causes
No, I am opting out of having any of my investment funds donated to philanthropic causes
I Agree
I Disagree
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