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Investment Policy Development Questionnaire

Hello and welcome!

This is your personal investment policy questionnaire. In order for us to provide mindful investments, we must gather all the necessary information. After this we will send a document with all our findings for your review. The average time spent on this is between 5-10 minutes.

Starting with the Basics

What type of account will this be?

Individual - Single Account Owner

Joint Account - Two account holders. Can be one of these types: Tenants with Rights of Survivorship, Tenancy in Common, Community Property, or Tenancy by the Entirety.

Trust - A legally established entity in which assets are held by one party for the benefit of another party.

IRA - Individual Retirement Account, available to individual US tax residents only.

Corporate Account - A corporation, partnership, limited liability company or unincorporated legal structure.

First Name

Date of Birth

Last Name

Full Name of Main Person Representing the Account

E-mail Address for Communications

Primary Phone Number for Communication

Mailing Address

Please provide the street address of the account owner.

(If individual please provide home address, if a corporate account, please provide corporate address)?*

Are you a qualified investor?

Are you a qualified investor? Meaning you have or will invest over $1 million with Avory, or reasonably believe to have over $2.1 million in assets (not including primary residence)( assets can be calculated together with a spouse if needed).

Are you a qualified investor?

Yes