Berkshire Money Management is a professional portfolio management team that focuses on investment selection for high-net worth clients. For a no-cost, no-obligation, completely-confidential review of your portfolio, please complete the below questionnaire. We will then be able to share with you the unbiased and expert second opinion that you deserve.

COMPLIMENTARY PORTFOLIO REVIEW WORKSHEET
Name *required
Address
City / State / Zip
Email *required
Day Phone *required
Evening Phone / Cell Phone
Best time to contact  (check all that apply) Monday - Friday Saturday/Sunday Day Evening
Date of birth (mm/dd/yyyy)
Employment status Retired Employed
Occupation
Employer

INVESTMENT OBJECTIVES
Risk Tolerance:
Conservative Moderate Aggressive   |   Other:
How do you make investment decisions?  (check all that apply)
I rely on my own market research
I use investment newsletters for investment recommendations
I do not have time to make investment decisions
I do not make changes in my investments as I am a long-term investor
I currently use an investment advisor or stock broker
Describe your relationship with your current investment advisor: (check one)
I do not have an investment advisor, but would like to learn how one could help me
I am pleased with my curent advisor, but would be interested in receiving a second opinion
I am unhappy with my current advisor, and would be interested to learn what your firm could do better
How can Berkshire Money Management assist you with your portfolio through this Complimentary Portfolio Review?
(check all that apply)
I would like to improve my overall investment returns
I do not have sufficient time to devote to my investments, and could use the support of an advisor
I need to supplement my current income
I need help deciding what investments make sense for me, given current market conditions
Additional comments regarding your goals, objectives, risk-tolerance and/or needs:


Please list your current Portfolio Holdings

Please list your top eight portfolio holdings, symbols, and dollar allocations:
Name of Position Ticker Symbol Account Type Custodian Value
i.e. Royce Premier Fund i.e. RYPRX i.e. Mutual Fund i.e. Smith Barney i.e. $12,456.78
$
$
$
$
$
$
$
$