Salient Partners Portfolio Optimizer

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Prospective Clients

Portfolio Optimizer

We welcome people who are interested in our services to fill out a simple questionnaire (Portfolio Optimizer below), which will be maintained in confidence. If you like what you see, you can note whether you want us to contact you. If not, you will not be contacted.

Personal Information
Salient Partners is committed to your privacy. We will only contact you if you choose for us to (see below). Additionally, Salient Partners will never share your personal information with others.
Name:
Address:
Address 2:
Email Address:
Age:
Years to Retirement:
How did you hear about us?	Houston Business Journal Radio Friend or Referral Internet Other: Please Explain:
Risk Tolerance
High: I can take large swings in the market value of my portfoliio Medium: I can take moderate swings in the market value of my portfolio Low: I do not want even moderate swings in the market value of my portfolio
Tax Status of Investment
I prefer a taxable account. I prefer a non-taxable account.
Contact Follow Up:
I want to get Salient research. Please put me on your distribution list. I would like to be contacted by a Salient representative. I do not want to be contacted.
Acknowledgement:
I hereby acknowledge and agree that: The asset allocation model being provided is intended solely for illustrative purposes and it is very general in nature as it is based on the limited information I have provided; and A much more detailed analysis of my investment objectives, risk tolerance, financial situation, tax status, other investment holding (among other factors), and direct consultation with a financial professional addressing my unique financial circumstance should be undertaken before making any final investment decision. YesNo

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