Return to Home Page Members Application
Print
out the Membership Survey Questions
and complete. Send survey in with your application
package.
Mail to :
P.O. Box 1801
Irmo SC 29063
1. Describe your tolerance for risk concerning the money you have and are willing to invest in the club from month to month.
a. Very conservative
b. Moderately conservative
c. Moderately aggressive
d. Very aggressive
2. How important is it to you that the club has significant cash on hand or securities that-can easily be converted into cash?
a. Very important
b. Moderately important
c.
Somewhat important
d.
Not important
3. If having cash readily available is a big deal for you, what percentage
of
The
club's assets should be set aside for
this purpose?
a.
10%
b. 15%
c. 25%
d. 50%
e. Other
4. How important is it that you
get back the actual dollars that you put into
Club?
a.
Very important
b.
Somewhat important
c.
Not important
5. What is the average annual
rate of growth you
expect the club's
portfolio
To achieve?
a. 10%
b. 15%
c. 20%
d. Other
6. What areas are you
most interested in pursuing? Rank in order of
importance.
a. Securities (stocks, bonds,
and mutual funds)
b.
Real Estate
c.
Entrepreneurial ventures
d.
Other (specify)
7.
What investments are you most interested in the club pursuing over the next two
to five years?
8. What areas are you
personally interested in learning about?
Rank in order of preference
a.
Budgeting
b.
Financial planning
c.
Tax planning
d.
Estate planning
e.
Retirement planning
f.
Insurance
g.
Stocks
h.
Bonds
i. Mutual funds
j. Treasuries
k.
Commodities
1.
Art, gold, silver, stamps, and gems
m.
Other areas (specify)
9. How do you think club members can become better educated about
investments and ultimately
become more financially savvy?
a.
Invite guest speakers
b.
Bring in a financial advisor
c.
Require certain reading
d.
Assign each member particular areas to research
e.
Other(specify)
10.
On average, how much time per month do
you think members should
devote
to research and related activities outside of the club's general
monthly
meetings?
a.
1-3 hours
b.
3-5 hours
c.
5-10 hours
d.
Other
