financial background form

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Friday, March 28, 2025

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Please review and answer the questions below with your best ability to help in determining your investment strategies. If you do not know an answer, please put I do not know and we can discuss further during our next call.

Name

Test Client

Do you have any hesitation towards capital gains for taxable accounts?

yes

Do you prefer portfolios that are more tax efficient?

yes

Are you ok with selling all positions in taxable accounts to put into strategies we determine from your Investment Policy Statement, or would you like us to hold certain positions to not incur capital gains?

yes

Do you have an established emergency savings plan? How long approximately would this emergency savings last in worse case scenario?

yes and yes

What is your overall investment time horizon for your accounts?

5 years

Do you plan to contribute to your investments regularly?

yes

Will you need any income within the next 5 years from your Camarda accounts?

yes

Do you expect any significant changes in your financial situation in the near future?

yes

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