Sierran Asset Management

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What is your age?


In how many years do you plan to retire?
-- select an option -- Less than 5 5-9 10-14 15-19 20-24 25-29 30+

How much debt do you have (credit card bills, student loans, etc.)?


How much money do you have invested in retirement accounts (IRAs, Roth IRAs, 401ks, Roth 401ks, etc.)?


How much money do you have invested in stocks (not including in retirement accounts)?


How much money do you have invested in bonds (not including in retirement accounts)?


How much money is any real estate that you have worth (including the value of your primary home)?


How much money do you have in bank accounts (savings and checking accounts with no penalty of immediate withdrawal)?


What is your average yearly income for the past 5 years?


How many children do you have who are still dependents?


Do you plan to pay for college tuition for your children?
-- select an option -- yes no

How would you describe your financial risk tolerance?
-- select an option -- low medium high

Which restrictions (personal preferences, legal constraints, etc.) do you have?
I prefer not to invest in foreign stocks.
I prefer not to invest in foreign bonds.
I prefer not to invest in oil and gas companies.
I prefer not to invest in bonds which are not investment grade.
I prefer not to invest the stock of low capitalization companies.
Other restrictions:


What is your primary investment objective?
-- select an option -- capital growth capital preservation generating income

What is your email address?

Sierran Asset Management is an internet investment advisor which uses proprietary software to generate investment advice for our clients. Registration as an investment advisor does not imply a certain level of skill or training. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical and expected returns are provided for informational and illustrative purposes only and may not reflect future performance. The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.