• Intercontinental Wealth Advisors, LLC.

    Suitability Questionnaire
  • 1. I plan to begin taking money from my investments in...*
  • 2. As I withdraw money from these investments, I plan to spend it over a period of...*
  • 3. When making a long-term investment, I plan to keep the money invested for...*
  • 4. From September 2008 through November 2008, stocks lost more than 31% of their value. If I owned a stock investment that lost about 31% of its value in three months, I would...(If you owned stocks during this period, please select the answer that matches your actions at that time.)*
  • 5. Generally, I prefer an investment with little or no ups or downs in value, and I am willing to accept the lower returns these investments may make.*
  • 6. When the market goes down, I tend to sell some of my riskier investments and put the money in safer investments.*
  • 7. Based only on a brief conversation with a friend, coworker, or relative, I would invest in a mutual fund.*
  • 8. From September 2008 through October 2008, bonds lost nearly 4% of their value. If I owned a bond investment that lost almost 4% of its value in two months, I would...(If you owned bonds during this period, please select the answer that matches your actions at that time.)*
  • 9. The chart to the right shows the highest one-year loss and the highest one-year gain on three different hypothetical investments of $10,000.* Given the potential gain or loss in any one year, I would invest my money in...*
  • 10. My current and future income sources are...*
  • 11. When it comes to investing in individual stocks or bonds (or stock or bond mutual funds), I would describe myself as...*

  • * The maximum gain or loss on an investment is impossible to predict. The ranges shown in the chart are hypothetical and are designed solely to gauge an investor's risk tolerance.  

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