Please rank by order of priority using numbers 1-4. 1 being the highest priority investment objective, 4 being the lowest priority investment objective.
Emphasis on investments that generate income.
Emphasis on investments more likely to appreciate in principal rather than generate income.
Emphasis on potential for significant appreciation; willing to accept a high risk for loss of principal.
Seeks to take advantage of short term trading opportunities. High turnover, high risk.
I want to preserve my initial principal in this account, with minimal risk, even if it means this account does not generate significant income or returns and may not keep pace with inflation.
I am willing to accept some risk to my initial principal and tolerate some volatility to seek higher returns, and understand I could lose a portion of the money invested.
I am willing to accept maximum risk to my initial principal to aggressively seek maximum returns, and understand I could lose all, or almost all, of the money invested.
Source of Funds
You may disclose my name, address and security positions to requesting companies in which I hold securities under Rule 14b-1(c) of the Securities and Exchange Commission.