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Personal Investment Profile

Your Financial Fingerprint…FORWARD

Developing Strategies and Management Risk...FORWARD

Choosing the right investment strategy requires careful consideration. Our professionals at Global Asset Management Group can help you develop a personalized investment profile that aligns with your financial goals.

The U.P. Process:

Understand: We take the time to understand your unique financial situation and objectives.
Plan: We develop a tailored investment strategy designed to help you reach your goals.
Implement: We put your plan into action and provide ongoing management with market discipline.
This questionnaire is the first step in our U.P. Process, guiding you toward a personalized investment plan.
Remember: Investing involves risk, including potential loss of principal. Past performance does not guarantee future results.

Let’s build your financial future, together.

Selecting an appropriate investment strategy requires careful thought, attention and discipline. The Professionals at Global Asset Management Group are here to help investors develop their own personal investment profile and implement the investment strategy that align their financial goals with that strategy, then apply investment and market discipline based off of those financial goals.

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Vision

Changing the view of global investing from wall street to your street by daring to earn your trust instead of asking for it.

mission statement

Our Global Vision, Our Experties, Your Life…FORWARD. Our advisors strive to be the FORWARD thinking Financial Partners in helping our clients succeed in the rapidly envolving global financial markets.

PERSONAL INVESTMENT PROFILE

Selecting an appropriate investment strategy requires careful thought, attention and discipline. The Professionals at Global Asset Management Group are here to help investors develop their own personal investment profile and implement the investment strategy that align their financial goals with that strategy, then apply investment and market discipline based off of those financial goals.

This questionnaire is the integral part of the “U.P. PROCESS” developed by Global Asset Management Group to assist in your Personal Investment Profile. It is the beginning of developing your plan…FORWARD.
Developing Strategies and Managing Risk…FORWARD

Fill out the form below to submit your Personal Investment Profile

Selecting an appropriate investment strategy requires careful thought, attention and discipline. The Professionals at Global Asset Management Group are here to help investors develop their own personal investment profile and implement the investment strategy that align their financial goals with that strategy, then apply investment and market discipline based off of those financial goals.

Click and download this file

Client

Full Name
Gender
MM slash DD slash YYYY
Martial Status
Address
Employement Status:
I would describe my knowledge of investment as:
MM slash DD slash YYYY
Pets:
Military Service:

TIME HORIZONE

1: How long will these assets be committed to your stated portfolio objective?
2: In how many years will you begin taking withdrawals from your portfolio?
3. In determining the general success of a "single investment" (not your total portfolio) what would you consider a reasonable time frame?
4. In determining the general success of a "total portfolio" what would you consider a reasonable time frame
5. Which phase best represents your position in the Investor Life Cycle:

RISK TOLERNCE - RISK/RETUN TRADEOFF

1. Investment decisions are generally determined by a risk/return tradeoff. Risk is any possibility of loss to the value of your portfolio. Return is the amount earned or profit on an investment. How would you respond to the following statement?
* Managing risk in my portfolio from loss is more important to me than achieving high returns.
2. Riskier investments have the potential to experience higher long-term capital appreciation. Likewise, less risky investments have less potential for high long-term capital appreciation.
* With this in mind, which of the following statements is most consistent with your investment attitude?
3. Historically, investors who have received higher long-term returns have also experienced major changes in the value of their investments. Higher long-term returns come with a greater chance of loss.
* Which of the following statements best describes your investment philosophy?

RANGE OF RETURNS

1. The following table shows the ending values of $500,000 invested in four hypothetical portfolios over a three-year period. The returns for these portfolios may fall anywhere within these ranges.

Co Client

Full Name
Gender
MM slash DD slash YYYY
Martial Status
Address
Employement Status:
I would describe my knowledge of investment as:
MM slash DD slash YYYY
Pets:
Military Service:

You have completed the Personal Investment Profile.

If you are filling this out digitally:

Save this PDF to your desktop
Once saved, send to [email protected]
with the subject: “Personal Investment Profile Questionnaire.”
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If you received this via mail:

Send it to Global Asset Management Group P.O. Box 1369 Lake Charles, LA 70602.

Once we receive your Questionnaire, we will contact you to schedule your meeting😊

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  • 4904 Big Lake Road Lake Charles, LA 70605
  • P: 337-419-1855
  • F: 337.270.2428
  • TF: 1-877-781-0088
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Check the background of this firm on FINRA Brokercheck

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Global Asset Management Group. Investment advisory services offered through Raymond James FinancialServices Advisors, Inc. Global Asset Management Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC www.finra.org // www.sipc.org // RJ privacy policy: http//www.raymondjames.com/privacy_security/privacy_notice.htm
Raymond James Legal Disclosure; https://www.raymondjames.com/legal-disclosures

Check the background of this firm on FINRA Brokercheck

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Global Asset Management Group. Investment advisory services offered through Raymond James FinancialServices Advisors, Inc. Global Asset Management Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC www.finra.org // www.sipc.org // RJ privacy policy: http//www.raymondjames.com/privacy_
security/privacy_notice.htm
Raymond James Legal Disclosure; https://www.raymondjames.com/legal-disclosures

Investing involves risk and you may incur a profit or loss regardless or strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Global Asset Management Groupis not a registered broker/dealer, and is independent of Raymond James Financial Services.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor
any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the
collection or use of information regarding any website’s users and/or members

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