Current Topic: Client Satisfaction

ake our informal survey to help us understand the satisfaction level clients have with various investment management companies/advisers and their investment strategies. Check the box next to each question to indicate "yes", and use the text boxes to type in your responses as appropriate.

Do you or did you have a client who had an unsatisfactory experience with a former investment company?

If so, was your client satisfied that the former company made appropriate investments regarding investor needs and objectives?

If so, was your client satisfied that the former company knew what his/her tolerance for risk was in managing the account?

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Current Topic: Client Satisfaction

Contact Information: Greeting: *First Name: *Last Name: *Email: Telephone: Company: Address1: Address2: City: State: Postal Code: Country: *Required Field

Contact Information:

Greeting:

First Name:

Last Name:

Email:

Telephone:

Company:

Address1:

Address2:

City:

State:

Postal Code:

Country:

Required Field