Archimedes Systems

Portfolio Planner Questionnaire

Welcome to our Portfolio Planner Demo Questionnaire. Press the Submit Data button at the bottom of the form to pass this information to our Portfolio Planner processing system. A 4-page, full-color personal analysis in Adobe Acrobat PDF format will be returned to your browser. This normally takes about half a minute.

Note: This product is an example of how one Archimedes client applied our underlying technology to meet their business objectives. You, too, can design your own layout (including use of color, logos and custom text) that best reflects the needs of your firm.

Complete all the items below:
First Name:	Last Name:

Address 1:

Address 2:

City:	State:	Zip:

Birthdate (must be mm/dd/yyyy):
Current account type (check one):	IRA Non-IRA

Dollar balances in each asset class in this account:
Stocks $	Bonds $	Cash $

Select your investment timeframe:
Select your investor experience:
Select your investor attitude:
Select your risk tolerance: (1=conservative; 8=aggressive)
Your email address: (to receive your PDF document)

Please review the information you have entered. If you judge that it is complete and correct, click on the Submit Data button below.