Managed Accounts

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ChartYourTrade has partnered with an independent money management firm to offer you managed accounts.

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Full Name *

Phone *

Mailing Address *

Address 2

City *

Zip / Post Code *

Email *

What is your investment background? Do you invest on your own? Have you ever had a professionally managed account before? *

What is your income and net worth? *

What is your investment tolerance? Do you consider yourself an aggressive, conservative or moderate investor? *

What are your investment objectives? *

Do you have an investment style or approach? If so, what is it? *

Tell us about some of the biggest challenges you face in the market. *

What's more important for you capital preservation or capital appreciation? *

Do you want your investments to generate income or growth? *