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Cambridge
Capital
Investments
Phone: (908) 376-9060
Email:
hedged15@gmail.com
About you!
Tell us about
you!
Confidential Consultation
Name:
Email:
Phone:
Do you have any specific investment goals?
Retirement
Education
Provide for heirs
New home
Philanthropy
Other
I plan to start withdrawing money from my investment in:
Less then 3 years
3-5 years
6-10 years
11 years or longer
Once I begin withdrawing funds from my investments, I plan to spend all money in:
Less then 2 years
2-5 years
6-10 years
11 years or longer
When I invest, I am most concerned about:
Losing value
Equally losing or gaining value
Gaining value
I would describe my investment experience as:
None
Limited
Good
Extensive
Select the investments you currently or have in the past owned
Money market funds or cash
Bonds and/or bond funds
Stock and/or stock funds
International securities or funds
Private real estate or hedge funds
Imagine that in the last 3 months, the stock market lost 25% of its value. What would you do?
Sell all shares
Sell some shares
Do nothing
Buy more shares
Portfolio size estimate (US Dollars)
< 500,000
501,000 - 1,000,000
1,001,000 - 2,000,000
2,001,000 +
Any other information you would like to share?
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(908) 376-9060
cci@hedged.us
www.cambridge-capital.us
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