"Index funds provide a clearly superior alternative... Low management fees,
low commissions, and low turnover give index funds a huge edge ."

- David F. Swensen, March 2006
Yale University, Chief Investment Officer

IndexEdge Investment Consulting Questionnaire
(to Learn More or Get Started)

Simply complete the brief questionnaire below and one of our professional investment advisers will be back in touch with you via phone or email -- at your discretion -- within 24 hours to answer your questions and further discuss our index-based investment planning and management services.

Full Name: *
Address: *
Phone: *
Email: *
Age:
Occupation:
Approximate Annual Income:

$0 - $99,999
$100,000 - $199,999
$200,000 or more
Approximate Total Net Worth
(including real estate) 		$0 - $499,999
$500,000 - $999,999
$1,000,000 or more
Approximate Liquid Net Worth
(investment securities and cash) 		$0 - $499,999
$500,000 - $999,999
$1,000,000 or more
Investment Objectives
(Please indicate how important the objective/characteristic listed below is to you.)
High Total Return Very Important
Important
Moderately Important
Slightly Important
Not Important
Long-Term Growth Very Important
Important
Moderately Important
Slightly Important
Not Important
Tax-Efficiency Very Important
Important
Moderately Important
Slightly Important
Not Important

Current Income

Very Important
Important
Moderately Important
Slightly Important
Not Important
Reduced Volatility Very Important
Important
Moderately Important
Slightly Important
Not Important
Capital Preservation Very Important
Important
Moderately Important
Slightly Important
Not Important
Liquidity Very Important
Important
Moderately Important
Slightly Important
Not Important
Follow-up Contact Preference Phone Call Email
Any Additional Information We Should Know:
 
 
     
 


 
Copyright © 2005 - 2012 by IndexEdge Investment Consulting, LLC; All Rights Reserved.
IndexEdge Investment Consulting, LLC ( "IndexEdge") and its investment advisor representative are registered to conduct investment advisory business in the states of Louisiana and Texas. IndexEdge may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. IndexEdge and its investment adviser representative will not follow-up with any individualized responses to a person in any state to effect, or attempt to effect transactions in securities, or render personalized investment advice for compensation, absent compliance with that person's home state registration requirements, or an applicable exemption or exclusion. Disclaimers and Privacy Policy