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Name
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First Name
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Last Name
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Organization Name
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Email
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Our current Investment Advisory relationship could best be described as:
We do not have an advisor
We have an advisor, but are considering a change
We have an advisor, but are likely to make a change
Does your firm currently maintain either investment reserves, a foundation, or an endowment?
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No
My investable assets are:
From $0 to $5 Million
Over $5 Million
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