Wealth Architects Club - Investor Profile
The aim of this questionnaire is to determine that kind of investor you are to match it to the clubs intended investment strategy. WA Clube is designed for investors for a certain type of investor seeking to achieve a certain goal. We shall also be using the answers you provide to asses your motivation to join. Please ensure that you provide us a working email that we can reach you.
Email *
Investment Time Horizon
The length of your investment time horizon impacts the types of investments that may be suitable for you. Investors with a time horizon of greater than three years have a greater degree of flexibility when building an investment portfolio. 
1. When do you expect to need to withdraw a significant portion (1/3 or more) of the money in you've invested within the investment club? *
Investment Knowledge
If you have a high level of investment knowledge, you have a good understanding of the relative risk of various types of investments and understand how the level of risk taken affects potential returns. If you have very little knowledge of investments and financial markets, speculative and high risk investments and strategies are likely not suitable options for you. 
2. Which statement best describes your knowledge of investments?  
 *
Investment Objectives 
Investment objectives are the goal or result you want to achieve from investing. Understanding your investment goals helps determine the types of investments best suited to meet your needs. The investment made within the group will have varying levels of risk and potential returns which need to align with your goals, risk profile and the returns you want to make.
3. What is your primary goal for this portfolio:   
 *
Risk Capacity (Questions 4-9)
Your financial situation including your assets, debt and the amount and stability of your income are all important when determining how much risk you can take with your investments. In addition, the larger the portion of your total assets that you are investing, the more conservative you might wish to be with this portion of your portfolio.  
4. What is your annual income (from all sources)?   *
5.Your current and future income sources are:  
 *
6.  How would you classify your overall financial situation?   *
7.  What is your estimated net worth (investments, cash, home and other real estate less mortgage loans and all other debts)?   *
 8. Your investments represents approximately what percentage of your total savings and investments?(Total savings and investments include all the money you have in cash savings, guaranteed investments, savings bonds, mutual funds, stocks and bonds.)  
 *
9. What is your age group? Your age is an important consideration when constructing the clubs investment portfolio. Younger investors may have portfolios that are primarily invested in equities to maximize potential growth if they also have a higher risk tolerance and long investment time horizon. Investors who are retired or near retirement are often less able to withstand losses and may have portfolios that are invested to maximize income and capital preservation. *
Risk Attitude (Question 10 - 14)
 Your comfort level with risk is important in determining how conservatively or aggressively you should invest as part of a group. Generally speaking, you need to consider accepting more risk if you want to pursue higher returns. If you decide to seek those potentially higher returns, you face the possibility of greater losses.  
 10. In making financial and investment decisions you are:   
 *
11. What amount of financial risk are you willing to take when you invest?
 *
12.  The value of an investment portfolio will generally go up and down over time. Assuming that you have invested Ksh 100,000, how much of a decline in your investment portfolio could you tolerate in a 12 month period? *
13. When you are faced with a major financial decision, are you more concerned about the possible losses or the possible gains? *
14. Consider this scenario: Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?
 *
Club Investment Objectives (Question 15 - 20)
For an investment club to be successful, members must share a common identity and philosophy. The  investment club's diversity makes members commitments stronger and, unity as investors more meaningful and worthwhile. 
15. Do you have any investments. If your answer is 'Yes', then what does your current investment portfolio contain?  *
Required
16. Which investments are you interested are you interest in making?
17. One of the clubs investment goals is to make long-term investments in real estate, private equity and other asset classes, for maximum returns. How many years are you willing to lock your funds for? *
18. We are seeking members that are able to make upfront contributions for our initial joint investment and ongoing monthly contributions.  How much can you contribute upfront and monthly, respectively?  Answer as follows: Ksh 500,000 upfront, Ksh 10,000 monthly *
19. Wealth Architects shall be providing members with quarterly learning magazines. To better understand our audience we need to know your age and education level. Answer as follows: 26, Undergraduate *
20. There are numerous benefits of being a part of an investment club but it comes with a major caveat: the returns or losses that the club realizes entirely depend upon club members, their participation and their abilities to choose the right investments for their pooled funds. Are you willing to be a committed member? 
 *
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy
Google Forms