Determine your profile - O'Rourke Fondos de Inversión en Guadalajara

What is your investment horizon - how long can you leave the money invested for?

How many dependents do you have, including children, adults or parents who depend on your financial support?

In what range does your annual household budget fall?

What is your main investment goal?

An emergency Education or school Health Retirement

Have you ever invested in Mutual Funds of: ?

Exclusively debt Including equities Including foreign exchange hedging None of the above

What is the factor that the client considers most important in choosing an investment?

The security of your investment is the most important thing The monthly interest you will receive How fast will investment grow

Suppose you can invest $100,000 in one of 5 portfolios with preset total payoffs, but you won't know how it will turn out until five years from now. The two total payoffs are equally likely. Which pair would you prefer?

You will receive at the end of five years $500,000 or only $50,000 You will receive at the end of the five years $200,000 or only $100,000 You will receive at the end of the five years $180,000 or $110,000 You will receive at the end of the five years $160,000 or $130,000 You will receive at the end of the five years $150,000 or $140,000

How would you describe your financial "cushion" for unexpected emergencies, such as the replacement of a stolen vehicle or major medical expenses?

More than adequate. I have more than enough money and other short-term investments to cover my needs. Adequate. I have sufficient liquidity. On the edge. I have a modest amount of money and insurance. But I may need to take money from my investments or borrow in case of an emergency. Inadequate. At the moment, my reserves are insufficient.

Which phrase best describes the customer's financial knowledge?

Highly knowledgeable. Has a very good understanding of how the stock, bond and financial markets work. Somewhat knowledgeable. More or less understands, but would like to know more. Minimal knowledge. Does not know much about finance. No knowledge. He knows nothing at all about investing and does not find it interesting.

Login