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Before we can begin to make specific recommendations for your investments, we need you to fill out two questionnaires. The ultimate goal of these two inventories is to create an Investment Policy Statement from which we can provide you with advice that meets your needs and has a high likelihood of helping you reach your goals. One caveat is that your goals must be realistic. For example, if your goal is to earn greater than 25% per year and only have 5% potential downside, this is an unrealistic goal.
Please help us serve you better by taking the time to fill out these brief surveys.
New clients to RWM need to fill out a client expectations survey.
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