The vast majority of the population consider themselves conservative investors.  DREW Planners Inc. utilizes a 10-part money quiz that will explain what kind of investor you are and where you should be investing your money.Using the latest techniques of Modern Portfolio Theory, this free report will help you formulate your own portfolio.The free report arrives by mail within a few days.


1. How important is capital preservation?
Not At All              Moderately Important            Very Important
1   2   3   4   5   6   7   8   9     

2.  How important is growth?
Not At All              Moderately Important            Very Important
1   2   3   4   5   6   7   8   9     

3. How important is low volatility?
Not At All              Moderately Important            Very Important
1   2   3   4   5   6   7   8   9     

4. How important is inflation protection?
Not At All              Moderately Important            Very Important
1   2   3   4   5   6   7   8   9    

5. How important is current cash flow?
Not At All              Moderately Important            Very Important
1   2   3   4   5   6   7   8   9     

6. How much risk are you willing to take to achieve a higher return?
None At All              A Moderate Amount            A Lot
1   2   3   4   5   6   7   8   9    
7.  Date of birth:  
8.  Are you married?    YES   NO
     9.  If YES, spouse's name:  
     10.  If YES, spouse's Date of Birth:  
11.  Value of your portfolio ($):
12.  Total return you want to earn (%):
13.  Full Name:
14.  Address:
15.  Telephone Number:
Submit this data only if you wish to be contacted by Drew.

Disclaimer: This is not an offer to purchase any security. Such offerings are by prospectus only. The following is not considered financial planning advice. Planning advice exists only within a planner-client relationship as understood by standards promulgated by the CFPTM Board.


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