Amount of $ to be invested? $25,000 – $100,000$100,000 – $250,000> $250,000 Qualified or Non-Qualified? QualifiedNon-Qualified Does the investor have objections to owning Alcohol, Tobacco or Firearms companies in your portfolio? YesNo Does the investor want a portfolio that is similar to the market's trends for gains and losses? YesNo Does the investor want…? a portfolio that is similar to the market's trends for gains and lossesa combination of performing similar to a benchmark's trends, with an effort to outperformto attempt to outperform the market Trading costs are unavoidable - Which type of trading costs does the investor prefer? A fixed percentage of your assetsTicket Charges Does the investor prefer a portfolio that is concentrated on our best ideas, a portfolio that will respond to market movements, or a portfolio focused on current income? Concentrated on best ideasRespond to market MovementsFocused on current income Does the investor you want to limit your interest rate exposure? YesNo « BackNext »
