..:: GW & Wade - Free Portfolio Review ::..

Evaluate your current investment strategy, or learn about creating a custom investment strategy, with a complimentary, no-obligation portfolio analysis from GW & Wade. Just complete the short form below and a member of our investment team will contact you to arrange your portfolio review.

At this review you'll learn how GW & Wade can provide you with the services of a private investment firm that's dedicated to helping you achieve your personal investment goals. To begin, please answer a few short questions:

Title

First name

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Last name

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Phone number

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Email address

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Address line 1

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City

State

Zip/Postal code

Joint Tenant Name

Corporate/Trust Name

Retired?

Age

Portfolio objective

Conservative: I want to use my portfolio as a hedge against inflation while also preserving my principal.
Moderate: I need a balance of current income and growth of my principal.
Aggressive:I want growth of my principal to support my retirement years. I understand that the pursuit of greater growth may entail a greater potential loss of principal.

Total Investment Size

How do you make your investment decisions?

I closely watch the market and conduct my own research on mutual funds.
Watching the market is very enjoyable, but burdensome and confusing.
I am a long term investor, there is no reason to make changes to my portfolio.
I have an investment advisor who helps me make decisions.
I do not have time to make investment decisions.

Describe your relationship with your current advisor (Check all that apply)

I do not have an advisor, but I am looking for one.
I do not have an advisor, and I would not use one.
I do not have an advisor, but I am interested in learning how one might help me with my investments.
I have a good relationship with my advisor, I will work with him/her for years to come.
I have a good relationship with my advisor, but I have another portion of my portfolio that needs help.
I have a poor relationship with my advisor.

How would you like GW & Wade LLC to help you with your portfolio? (Check all that apply)

I need help improving my investment returns.
I do not have the time to monitor my portfolio.
I need to use my portfolio to supplement my income.
I understand that my portfolio deserves constant attention, but I do not want to spend the time monitoring it.

What types of accounts would you like GW & Wade LLC to manage for you? (Check all that apply)

I am primarily concerned about the following. (Check all that apply)

Preservation of a significant lump-sum distribution from the sale of a business, inheritance or a bonus.
Reaction to unsettling market volatility.
Improving investment results.
Lack of time to manage portfolio effectively.
Require investment management due to untimely life event/survivorship issues
IRA, 401(k) or 403(b) account management

Please let us know if you have any other questions or comments

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