INVESTOR APPLICATION

Fill out the application below to get started with a consultation to see what a partnership with us may look like.

Please note: After hitting the submit button, you will be redirected to the booking page to book a meeting with Donald Bradley. During that meeting we will work to review your application and go over the next steps.

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What is your approximate net worth (excluding your principal residence)?
What is your liquid net worth? (assets that can be readily converted to cash)
If you needed immediate funds equal to 1/4 the value of your investment accounts, where would you obtain the money?
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Indicate the response that you feel best describes your risk tolerance
Historically, markets have experienced sharp, short-term downturns. If your investment portfolio lost 25% of its value over TWO DAYS, how would you react?
Historically, markets have experienced prolonged periods of declines. If your investment portfolio lost 33% of its value over the last 3 MONTHS, how would you react?

PROOF OF IDENTITY

Upload Proof of Identity (License, Passport, other Picture ID)

I hereby declare that the information provided in this form is accurate and complete. I confirm that if any information is found incorrect and/or incomplete, that leads to a violation of regulations, may initiate legal actions, and I accept that I am the responsible party for any and all charges, penalties and violations.

Please remember, after hitting the submit button, you will be redirected to the booking page to book a meeting with Donald Bradley. During that meeting we will work to review your application and go over the next steps.