proposal

Request a Proposal

Allow us to demonstrate how our portfolios measure up to what you are doing now. Using third party software, we can provide a historical snapshot of most equity and mutual fund holdings to identify historical risk and reward exposure and then provide a Portfolio Comparison Report that will generate multiple “what if” scenarios to model how your portfolio might behave relative to our proposed portfolio. Consider it a “stress test” of what you currently have. We only work through qualified financial advisors and other registered investment advisors. If you are currently working with an advisor, be sure to provide us with the name and contact information. If you are not currently working with an advisor we will provide a referral to you.

Name *

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Last

Email Address *

Phone *

Zip Code *

Are you currently working with an advisor? *

Click here to attach one or more brokerage statements or pdf screenshots of your positions. Be sure to include all pages that identify the individual holdings in your portfolio

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SuitabilityPlease answer the following questions to better understand your risk tolerance:

How long before you plan on withdrawing funds, in excess of dividends, from this account? *

How old are you? *

What do you expect to withdrawal from this investment in the next 2 years? *

How long could you support yourself and/or your family without liquidations from this account? *

Assuming the overall market was down, which of these statements would best describe your attitudes about the next 3 years in this investment? *

Suitability questions are subjective so if you feel that you would be better suited in a portfolio other than what your score indicates, please check this box to choose your own portfolio.

Portfolio Selection *

When you hit the submit button below, we will receive your information electronically and begin the process of compiling your proposal. When completed, we will forward your contact information and proposal to your advisor or a referred advisor, as indicated by you above. They will be responsible for getting in touch with you to go over the proposal and explain the details. Please allow up to 24 hours for this process to occur, during normal business hours. If you have not heard back from someone within 24 hours, please send us an email at info@mrpfolios.com.

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