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One last thing...

While I have a decent idea of who you are, knowing just a bit more will help me really focus on the topics of our consultation that apply to you the most. I don't like "beating around the bush". Your time is important and so is mine. The more we use our time to provide you with value, the better. Straight forward, focused, and to the point. The following few questions will help me hone in on your needs just enough for me to get a clear idea of what will benefit you the most.

What type of investor would you say you are?
What is your primary investing strategy?
Which individual investor type best describes you?
Which institutional investor type best describes you?
How much approximate capital are you looking to invest?
What is your ideal Internal Rate of Return (IRR)?
What is your ideal investment horizon?
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