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About Us
Services
Process
Insight
Contact
Investment Instructions
Name
*
First Name
Last Name
Account Registration
FinaMetrica Score
*
Riskalyze Score
Primary Investment Objective
Growth
Growth & Income
Income
Preservation
Account Number
Amount
Account Type
Taxable
Qualified
Strategic Allocation %
Momentum Protection
Socially Responsible
Capital Preservation
Conservative
Conservative Growth
Moderate
Moderate Growth
Growth
Aggressive Growth
Enhanced Income - CG
Enhanced Income - MG
Tactical Allocation %
Sector Rotation
Sector / Short
Long / Short
Tactical Blend (50-30-20)
Tactical 50
Multi Sector Bond
Other
Core ETF %
Conservative Growth
Moderate
Growth
Momentum Diversified
Momentum Concentrated
Factor Conservative
Factor Moderate
Factor Growth
SMA / Security %
Core Bond
Muni Bond
Dividend Select
Quality & Value
Growth & Momentum
Momentum
Shadow Stock
LEGACY PORTFOLIO POSITIONS TO KEEP?
Please indicate whether or not there are any legacy positions to hold / restrict in this account.
No
Yes
Ticker
Name
Shares
Amount
$
% to Keep
$
$
$
$
$
Thank you!
