Disciplined Investing
First Name
Last Name
Email
Mobile Phone
Investor Type Select...IndividualAdvisorFamily OfficeEndowment / FoundationOther
Investor Location Select...
Annual income greater than $200K, joint income greater than $300K, or net worth greater than $1M (excluding primary residence).
YesNo
Investable assets greater than $5M.
Please note that our investment minimum is $50,000.
Next
[step_finish]
Please select all that apply.
DiversificationCash FlowReturn PotentialTax BenefitsOpportunity ZonesTangible Asset ValueOther
Directly-owned rental propertyFundsDirect deal with rental operatorsCrowdfundingNoneOther
Typically, the higher the expected returns of an investment or strategy, the greater the risk of loss.
ConservativeModerately ConservativeModerateModerately AggressiveAggressive
Please select one.
I value time and would like to automate my investments as much as I canI value choice and would like to make every decision myself when it comes to my investments
Referred by Annapurna InvestorI know a Annapurna employeePress & MediaAdvertisementsOnline ResearchMy Investment AdvisorAnnapurna Partners EventsOther
Now30 days6 months12 monthsI am just playing
We collect this information in order to better serve you.
Previous