REIT Total Return Investment Portfolio Application
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Email *
Account Type *
Account Owner Name *
Co-owner Name (if joint account)
Street Address *
City *
State *
Zip code *
Telephone Number *
I am a US resident and file a US tax return *
Opening Deposit ($50,000 minimum) *
Source of Funds *
Understanding of Investing *
Annual Income *
Estimated Liquid Net Worth (Excluding residence) *
Investment Objectives  (Generally, there is a correlation between portfolio returns - either positive or negative - and the amount of risk a client is willing to assume.  Clients looking for long-term growth in their portfolio tend to experience high price fluctuation over the short term, and clients generally need to accept higher portfolio risk if they seek higher returns) *
Risk Tolerance (Please indicate the amount of risk you are comfortable with) *
When will you need the capital in the account? (The longer the investment time horizon, the greater the likelihood you will achieve your investment objectives.  With a long time horizon, you have a greater ability to accept risk because you have a longer period of time to recoup any investment losses) *
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