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– Anthony Crowley

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– Shane Graham

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– Leslie Martigov


Are your investments appropriately diversified?	YesNoDon't know
Are your mutual funds/money managers in the top quartile relative to their peer group?	YesNoDon't know
Does your investment portfolio include holdings in various industries/sectors (such as information, service, manufacturing, financial and energy)?	YesNoDon't know
Do you know the yield of your portfolio?	YesNoDon't know
Is your portfolio free of overlap?	YesNoDon't know
Do you have a well-developed investment policy?	YesNoDon't know
Do you understand the underlying investments held by your mutual funds, including any fund of funds?	YesNoDon't know
Are the fees you pay in connection with investments you make similar in amount and type to what is commonly paid by others?	YesNoDon't know
When comparing your investments’ performance, are you comparing it to an appropriate benchmark?	YesNoDon't know
Do you receive statements from both the clearing firm and your financial advisor’s firm?	YesNoDon't know
Are you currently working with a financial advisor?	YesNoDon't know
Does your financial advisor utilize or recommend any risk management strategies to protect your investments and portfolio?	YesNoDon't know

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