What follows is a series of questions that server two purposes.
In a general sense, they ask you to identify what matters to you.
They provide a framework that we can use to start to identify specific investment strategies that are consistent with what is important to you.
These questions are not meant to be all inclusive. They are meant to start a process. After you have finished all the questions, and if you would ike to consider having us manage your investments, please press the button marked "Send" to submit your info to Metric.
