Investor Questionnaire Name(Required) First Name Last Name Email(Required) [email protected]Phone(Required)Please enter a valid phone number.Are you a foreign investor?(Required) Yes No Overall Investment Strategies Please rank the following investment strategies from most important to least important. Cash Flow(Required) 1 (Most) 2 3 4 (Least) Growth(Required) 1 (Most) 2 3 4 (Least) Liquidity(Required) 1 (Most) 2 3 4 (Least) Tax Deferral(Required) 1 (Most) 2 3 4 (Least) Risk Tolerance Please select the risk tolerance level that is appropriate for you.(Required) Highly Aggressive Somewhat Aggressive Moderate Conservative Very Conservative Primary Source of Income Please select the answer that is most appropriate for you.(Required) Investments Salary, Commissions or other regular earned income Other Prior Investment Experience How many real estate investments have you made in the last 5 years?(Required) 0 1-2 3-4 5+ How many of the investments have been with a partner or sponsor like Novo Capital Management?(Required) 0 1-2 3-4 5+ Other Financial Considerations What is your approximate net worth?(Required) Less than $250,000 $250,000 - $499,000 $500,000 - $999,999 $1,000,000 - $1,999,999 $2,000,000+ What is your approximate income?(Required) Less than $100,000 $100,000 - $249,000 $250,000 - $499,999 $500,000+ How many estimated liquid assets do you have (e.g. cash or assets easily converted to cash like stocks, bonds, CDs etc.)?(Required) Less than $100,000 $100,000 - $199,000 $200,000 - $299,999 $300,000+ Please estimate when you will need your liquidity back (e.g. such as for a house down payment or other major financial need).(Required) Less than 2 years From 2 to 5 years From 5 to 10 years More than 10 years Certification of Sophisticated Investor Status Please choose whichever is true for you.(Required) I have such knowledge and experience in financial, investment and business matters that I am capable of evaluating the merits and risks of any investment. I am using a financial advisor, planner, consultant, or some other advisor who has such knowledge and experience in financial and business matters that he/she is capable of evaluating the merits and risks of any investments. Certification of Accredited Investor Status I acknowledge and warrant that I am an "accredited investor" for the following reason(s):(Required) My individual net worth, along with the net worth of my spouse exceeds $1,000,000, excluding the value of my personal residence and excluding from my liabilities the mortgages of my primary residence, provided the mortgages do not exceed the value of my primary residence. My individual income was in excess of $200,000 in each of the past two years (excluding my spouse's income) and I expect to have income (excluding my spouse's income) in excess of that amount in the current year or my individual income for each such years together with my spouse's income is in excess of $300,000 each. How did you hear about Novo Capital Management?(Required) Friend or Relative Current Investor Website Email Internet Search Other Untitled Date and Signature Confirmation Signature (Please type in your name)(Required) Date(Required) MM slash DD slash YYYY DateCommentsThis field is for validation purposes and should be left unchanged.
