Investor Diversification Assessment

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DIVERSIFICATION ASSESSMENT

Please answer these questions to the best of your ability. Your responses will help tailor an investment diversification strategy that aligns with your financial goals and risk tolerance.

Please answer these questions to the best of your ability. Your responses will help tailor an investment diversification strategy that aligns with your financial goals and risk tolerance.

Investment Questionnaire

1. What is your primary investment objective?
a) Capital preservation b) Income generation c) Capital appreciation d) Speculative growth e) Wealth transfer to heirs

2. What is your preferred investment time horizon?
a) Less than 1 year b) 1-3 years c) 3-5 years d) 5-10 years e) More than 10 years

3. How would you describe your risk tolerance?
a) Extremely conservative b) Moderately conservative c) Balanced d) Moderately aggressive e) Extremely aggressive

4. Which asset class do you currently have the most exposure to?
a) Stocks b) Bonds c) Real Estate d) Cash and Cash Equivalents e) None of the above

5. How comfortable are you with investing in private alternative assets?
a) Very comfortable b) Somewhat comfortable c) Neutral d) Somewhat uncomfortable e) Very uncomfortable

6. What portion of your investment portfolio are you willing to allocate to alternative investments?
a) Less than 10% b) 10-20% c) 20-30% d) 30-40% e) More than 40%

7. Which of the following investment ranges most accurately applies with the allocation selected above?
a) Less than $100,000 b) $100,000 to $200,000 c) $200,000 to $400,000 d) $400,000 to $1,000,000 e) More than $1,000,000

8. What do you think has most influenced your decision to allocate that percentage or dollar amount to alternatives in your portfolio?
a) The media... I watch a lot of Fox Business and CNBC b) Books I’ve read c) Peer Influence... I ask what others around me are doing d) Personalities and famous influencers that I follow e) My financial advisor has set my allocations

9. How important is liquidity in your investment choices?
a) Not important b) Slightly important c) Neutral d) Very important e) Extremely important

10. If the 100k opportunity of a lifetime presented itself, could you come up with the cash in 72 hours?
a) Yes, I have enough cash or cash equivalents set aside b) Yes, I would get the money from a friend or family member c) Yes, I would get the money from a line of credit d) No, the majority of my money is tied up in my 401k and I could not access it fast enough e) No, I simply don’t have that much money in any asset or account

11. What is your experience with direct investment in private assets?
a) Extensive experience b) Some experience c) Limited experience d) No experience e) Prefer not to answer

12. Are you comfortable with longer investment holding periods in exchange for potentially higher returns?
a) Yes, I am comfortable b) I can consider it c) Neutral d) I am not very comfortable e) No, I am not comfortable

13. How familiar are you with the specific industries or sectors you'd like to invest in within the alternative asset class?
a) Very familiar b) Somewhat familiar c) Neutral d) Not very familiar e) Not familiar at all

14. Are you interested in actively managing your investments or prefer a hands-off approach?
a) I want to actively manage b) I prefer a mix of active and passive management c) I'm comfortable with a passive approach d) I prefer a mostly passive approach e) I want a fully passive approach

15. How important is tax efficiency in your investment decisions?
a) Extremely important b) Very important c) Moderately important d) Slightly important e) Not important

16. What is your preferred method of receiving investment updates and information?
a) Frequent email updates b) Quarterly reports c) Annual in-person meetings d) Phone calls with your advisor e) I don't require regular updates

17. How familiar are you with your state's investment regulations and tax implications related to alternative investments?
a) Very familiar b) Somewhat familiar c) Neutral d) Not very familiar e) Not familiar at all

18. How do you envision your financial goals in the next 5-10 years?
a) Wealth preservation b) Steady income c) Aggressive wealth growth d) Funding major life events e) Philanthropic endeavors

NOTE: Keep in mind that this assessment is meant to provide a broad overview and may not capture all nuances of an individual's investment preferences and needs. It should be used as a starting point for a more in-depth discussion with a financial advisor or investment professional.

NOTE: Keep in mind that this assessment is meant to provide a broad overview and may not capture all nuances of an individual's investment

preferences and needs. It should be used as a starting point for a more in-depth discussion with a financial advisor or investment professional.

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