Welcome to Sitrin Capital
Please answer a few questions about you and your investment profile to get started
start
 
First Name *

 
Last Name *

 
Cell Phone Number *

 
Home Street Address *

 
City *

 
State *

 
Zip *

 
Date of Birth *

 
Are you Employed ? *

     
 
Employer Name

 
How much money do you want us to manage? *


 
What is your Financial Objective? *


 
What is your Investment Time Horizon? *

The longer your investment time horizon, the greater the likelihood that you will achieve your financial objective.  Your time horizon may thus affect your ability to accept risk.  With a long time horizon, you have a greater ability to accept risk because you have a longer period of time to recoup any investment losses.

 
What is your Risk Tolerance? *

How comfortable are you with the possibility of investment loss, or seeing the value of your investment fluctuate.

 
How much of this portfolio is required as current income? *


 
I have ___ understanding of stocks, bonds and ETFs *


 
Are you transferring in any existing accounts? *

     
 
Please select the type of account/s you are transferring in: *


 
Do you want us to open any account/s in addition to the one/s transferring in? *

     
 
Please select the type of account/s you want us to open: *


 
Ok, so what type of account/s do you want us to open for you? *


 
How will you be funding your new account/s? *


Good work {{answer_22051001}}!  You will receive an email with the next steps.