The purpose of the client questionnaire is to gain a complete picture of the critical issues and information that you wish to discuss. Any information from statements you attach does not have to be repeated on the questionnaire.
Click here for: CLIENT QUESTIONAIRE1
Risk Tolerance Survey:
This brief survey attempts to gain an assessment of the client’s appetite for risk. Each individual should fill out one.
Click here for: Risk_Tolerance_Survey
ADV 2A – GVA Brochure:
Form ADV is a required government disclosure that provides more detailed information about Green View Advisors and Christopher Rhim
Click here for: ADV-2A-GVA-Brochure-FEB-2016