The Barrows Sollenberger Group & Barrows Wealth Management
Close this window when done printing.

Print, complete and bring to your appointment.

Investment Philosophy
Attitude toward risk (Check only one)YouSpouse
(willing to assume only limited risk)
(willing to assume moderate level of risk)
(risk tolerance is very high)
Overall, I rate my tolerance toward risk as (1-10 with 1 = risk avoider and 10 = risk taker)

Investment Temperament
(Check only one)YouSpouse
Very conservative and more interested in conserving capital than in making it grow. Willing to accept moderate income and nominal capital gains potential in exchange for relatively lower risk.
Interested only in high-quality investments and will be quite satisfied with a reasonable current return and some growth potential. Can tolerate risk that accompanies growth potential.
Liberal cash return with a chance for capital appreciation. Willing to accept risk of losing money on investments.
Can accept a lower level of income now in order to aim for capital appreciation and growth of income in the future. Willing to accept a higher risk of losing money on investments.
Willing to accept relatively high risks in exchange for possibility of above-average capital gains and appreciation.

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered
through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
We have individuals licensed to offer securities in the state of FL, MD, NY, PA, VA and WV.
This is not an offer to sell securities in any other state or jurisdiction.
The Barrows Sollenberger Group is not affiliated with 1st Global Capital Corp.
Copyright 2002-2011 The Barrows Sollenberger Group, P.C.