Exit this survey

Client Satisfaction Survey

Question Title

* 1. HWM makes a concerted effort to understand your short term and long term financial goals. They monitor and review your financial plan and investment portfolio and make adjustments based on your circumstances, economic trends, and your input.

Question Title

* 2. Horizons Wealth makes a concerted effort to customize your portfolio to match your risk tolerance.

Question Title

* 3. How often would you like to have a face-to-face meeting with the team from HWM?

Question Title

* 4. Which methods of communication do you prefer?

Question Title

* 5. Are the quarterly reports and commentaries you receive from HWM clearly worded and easy to understand?

Question Title

* 6. In what areas could HWM most improve?

Question Title

* 7. I understand my Investment Policy Statement (IPS or PIG).  
An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. This statement provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these objectives.

Question Title

* 8. Horizons Wealth adheres to the fiduciary standards of excellence.  
The fiduciary duty requires an investment advisor, by law, to act in the best interest of his clients.  When acting in a fiduciary capacity, the advisor is legally obligated to maintain an allegiance of confidentiality, trust, disclosure, and unbiased advice to his clients.  

Question Title

* 9. To what level do you worry or stress about your finances?

Question Title

* 10. Overall, how satisfied are you with Horizons Wealth Management?

T