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

Last Name *

Cell Phone Number *

Home Street Address *

City *

State *

Zip *

Your Age *

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? *

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