Exit this survey Horizons Wealth 2016 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. Strongly Agree Agree Disagree Strongly Disagree Other (please specify) Question Title * 2. Horizons Wealth makes a concerted effort to customize your portfolio to match your risk tolerance. Strongly Agree Agree Disagree Strongly Disagree Please provide specific feedback or suggestions: Question Title * 3. How often would you like to have a face-to-face meeting with the team from HWM? Quarterly Semi-annually Annually Biennial (occurring every two years) How often would you like to receive a phone call from HWM? Question Title * 4. Which methods of communication do you prefer? Email Phone U.S. Mail Face-to-Face Meeting Voice Message via Email Text Facebook Video Conference Website How could we improve our communication? Question Title * 5. Are the quarterly reports and commentaries you receive from HWM clearly worded and easy to understand? Yes Somewhat No How could we improve our quarterly reports? Question Title * 6. In what areas could HWM most improve? Professionalism Availability Use of Technology Providing Valuable Financial Education Range of Financial Services Portfolio Management Communication Transparency Nothing at this time How could our firm 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. Yes Somewhat No Please provide specific feedback or suggestions: 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. Strongly Agree Agree Disagree Strongly Disagree Please provide specific feedback or suggestions: Question Title * 9. To what level do you worry or stress about your finances? None Occasionally Often Keeps me up at night Question Title * 10. Overall, how satisfied are you with Horizons Wealth Management? Very Satisfied Satisfied Dissatisfied Very Dissatisfied Very Satisfied Satisfied Dissatisfied Very Dissatisfied Please provide specific feedback or suggestions: Submit