Please answer as many questions below as possible.   Feel free to pass on the link to this survey to friends who also invest. 

This survey is presented by 360 Investment Advisors, which provides investment advice for a very low hourly fee.  We are based in San Rafael, CA, and will use this information to help us plan future discussion groups and seminars to be held in San Rafael.  However, you don’t have to live in Marin & Sonoma to complete this survey.  Events are open to people from all over. 360 Investment Advisors serves clients from all over California and the nation. 

This survey was prepared by:
Andre Shashaty
360 Investment Advisors
20 Inverness Dr
San Rafael CA   94901

Send your comments to: andre@360investmentadvice.com
If you are interested in learning more about our services, go to www.360investmentadvice.com

* 1. How do you make investment decisions?

* 2. If you rely on a paid professional, what kind of company is it?

* 3. If you rely on a paid professional, how happy are you with the results they are getting for you?

* 4. If you make your own investment decisions, what kind of investment advice would you like to obtain if the service was reasonably priced?

* 5. Would you like to hear about a way to get investment advice at low hourly rate, where you can use only as much service as you need?

* 6. ABOUT INVESTOR EDUCATION EVENTS:
If you were to attend an educational event for investors, what kind of information would you want to receive?

* 7. On a scale of 1 to 10 please rank your level of investment experience and knowledge with 1 being very little and 10 being advanced.

* 8. Which of the following type of event is most interesting to you?

* 9. TOPICS OF INTEREST:  Check the circle next to the topics that are of MOST interest to you

* 10. Here are some ideas for panel discussions. Check those that appeal to you.

* 11. Would you like to receive FREE information on investing and be notified of upcoming events in Marin county?    
If yes, provide your name and email in the box below.
If you want to know about the investment advisory services we offer, contact Wendy Chaney at (216) 906-7861.

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