675 North Barker Road Suite 220 Brookfield, WI 53045
⦁ "I feel uneasy when the markets move up and my portfolio doesn’t seem to move up."
⦁ "I prefer to have my portfolio become more defensive when the markets are going down for extended periods of time."
⦁ "I prefer a very diversified portfolio that can weather many different market conditions."
⦁ "I prefer to take advantage of market declines when markets are going down."
⦁ "I prefer to receive Income from my investments and am less concerned with growth."
⦁ "I prefer Growth and want the potential for above average market returns over time."
⦁ "I prefer investing around the entire globe."
⦁ "I prefer to hold a basket of individual stocks."