M3 Investment Services - Our Partners

1. What is your time horizon for this investment?
5 - 10 years	15 - 20 years
10 - 15 years	More than 20 years
2. Which of the following statements best decribes your reaction if the value of your portfolio suddenly declined 15%?
I would be concerned because I can only accept minor fluctuations in the value of my portfolio.
I am willing to experience some additional risk to potentially obtain modest returns. However, I am more concerned with capital preservation than capital appreciation.
I invest for long-term growth and can accept temporary changes due to market fluctuation.
I invest for long-term growth and seek to maximize returns. I can accept frequent swings in the value of my portfolio.
3. Realizing that higher returns are usually accompanied by higher risk, what do you consider to be your target rate of return over the long term.
Less than or equal to 6%	7% - 8%
6% - 7%	8% - 9%
	More than 9%
4. Ten years from now, what do you expect your portfolio value to be?
The same or a little more than it is today.
Moderately greater than it is today.
Substantially greater than it is today.
5. What is your current income requirement from this portfolio?
More than 3%	1% - 2%
2% - 3%	0% - 1%
6. Which of the following investments would you like the highest exposure to in your portfolio?
U.S. Government Securities
Corporate Bonds
Stocks of Larger Companies
Stocks of Smaller Companies
International Equities
Emerging Market Stocks
7. What percentage of your portfolio would you be comfortable investing in international equities?
0% - 15%	25% - 30%
15% - 25%	More than 30%

This questionnaire is intended to offer you a general sense of your investment comfort level and to assist you in making asset allocation decisions . Other questions not herein asked may also be relevant to your individual circumstances. This questionnaire, while useful as a planning tool, cannot ensure specific results. It should be considered a starting point for your own investment decisions and should not in any way be considered a substitute for your independent judgement. Remember, you must review your needs and investment decisions periodically and adjust your investment strategies on a regular basis to meet changing needs and goals.

©2011 M3 Investment Services, Inc. All rights reserved.
M3 Investment Services, 2985 W Twelve Mile Road , Berkley, MI 48072-1413
Phone: 248- 543-3400 • Toll Free: 888-THIS-TSA • Fax: 248- 543-3402 • E-mail: info@m3investmentservices.com

M3 Investment Services is a separate company from Legend Equities Corporation. There is no common ownership between the two companies.
Advisory services offered through Legend Advisory Corporation, a registered investment adviser. Securities offered through
Legend Equities Corporation, member FINRA and SIPC.
Not FDIC Insured – No Bank Guarantee – May Lose Value.