1. General Information

25% of survey complete.

Thank you for taking this survey. It should take absolutely no more than 5 minutes of your time, and probably much less.

Some of the questions are designed to be vague for the sake of simplicity, so answer to the best of your ability and if multiple options fit, select the answer that you have done more frequently or the answer that you feel fits the best.

1. What is your gender?

2. What is your age group?

3. What is the highest education level you have attained?

4. Over the past 18 months, I have owned or managed the following types of investment accounts:
(Select all that apply)

5. What is estimated combined market value of the accounts that you selected above?

6. Generally speaking, my investment strategy is best characterized as:

7. In response to the financial crisis experienced over the past 18 months, the following best describes the actions I have taken with my investment accounts:
(NOTE: The word "Securities" will be used from here on, and can mean any stock, mutual fund, or exchange traded fund)