Self-Assessment Tool Selecting a money manager is one of life’s major decisions. Your financial partner should share your values and understand your investing perspective, and the relationship should be based on a long-term commitment from both parties. Question 1: Is your time horizon five years or longer? Yes No Question 2: Do you have more than $1 million in investable assets? Yes No Question 3: Do you want to grow your wealth by investing in successful companies rather than through active market trading? Yes No Question 4: Are you looking for a personalized, concentrated portfolio of successful businesses rather than investing in broad, pre-packaged products such as mutual funds or ETFs? Yes No Question 5: Do you prefer to focus on what you do best and trust professional money managers to do what they do best, investing your life savings? Yes No Question 6: Are you open to working with us to develop a partnership for your financial success? Yes No Please include your details and we will send an email with your results shortly. Your Name Your email *By completing this form and providing us with your email address, you are consenting to receive marketing emails from Genova Private Management. You can revoke your consent to receive emails at any time by using the unsubscribe link, found at the bottom of every email.
