Risk-Managed Portfolio Designed to Generate 8-12% Annual Income
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First Name
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Last Name
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Email Address
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Phone Number
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How much AUM do you currently have?
None
Under 3 million
3 million to 10 million
10.million to 25 million
25 million to 50 million
More than 50 million
More than 100 million
How much of your AUM is with 3rd party managers?
Less than 10%
11-25%
26-50%
More than 50%
None, I don't currently use 3rd party managers
None, but I'd use 3rd party managers if i found some good ones
Interest level in Tactical Mind AI? (An AI tool that reviews portfolios, makes specific buy/sell recommendations, and can even create new portfolios from scratch)
High
Medium
Low
I'm not interested in AI to improve my offering
N/A, I'm not securities licensed
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