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101 Pennsylvania Boulevard
Pittsburgh, PA 15228
888-388-8303
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Check a Plan for Pre-Rollover Management
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Register For A Webinar
Why
Solutions
Workplace Investment Navigator (W.I.N.)
The Investment Navigator Platform
Absolute Capital Solutions
Absolute Capital Mutual Funds
Variable Annuity Management
Subadvised Management
About
Our Firm
People
Careers
FAQs
For Financial Professionals
Pre-Rollover Retirement Account Management
Your Challenges
Back Office Butler
Our Partnership
Contact
Request Proposal
*Required
To receive a completed proposal for a new account, please complete the request proposal information below. Question? call 888-388-8303
Advisor Name
*
Advisor Firm
*
Advisor Email
*
Client Name(s)
*
Title for Proposal (Example: Sally Smith 401(k) at ABCXYZ Company)
Approximate Investment Amount
For a 401(k), 403(b) or 457 account, who is the employer?
This graph shows the potential range of gains or losses of a $100,000 investment in each of seven hypothetical portfolios at the end of a 1-year period. The number to the right of each bar shows the best potential gain for that portfolio, while the number to the left of each bar shows the worst potential loss. Given that this is the only information that you have on these seven hypothetical portfolios, which one would you choose to invest in?
Portfolio A
Portfolio B
Portfolio C
Portfolio D
Portfolio E
Portfolio F
Portfolio G
You would describe your knowledge of investments as:
None
Limited
Average
Good
Suppose that a substantial portion of your investment portfolio is invested in securities. If the stock market were to experience a prolonged down market, losing 50 percent of its value over a 3 year period, what would you do (assuming your securities behaved in a similar fashion)?
Sell all the securities in your portfolio. You are afraid that the stock market is in a downturn and you cannot afford the decrease in value.
Sell half of the securities in your portfolio. You think that the market may rebound, but you are not willing to leave all of your investment exposed to further loss.
Buy more securities for your portfolio to take advantage of their low price. You are comfortable with market fluctuations and assume that the securities will potentially regain their previous value or increase in value.
Once again, assume you have a substantial portion of your investment portfolio in securities. If the stock market were to gradually decline at an average of 2 percent per month, eventually losing 24% of its value over a year, which of the following would you do?
Sell the securities in your portfolio and realize the 24% loss. You wish to avoid the risk of further loss.
Sell half of the securities in your portfolio. You are not willing to leave all of your investment at risk for further loss.
Do nothing. You are comfortable waiting for the securities to regain their previous value or to increase in value.
Invest more now because securities are selling for approximately 24% less than they were 12 months ago. You believe that the securities will potentially regain their value or possibly appreciate even higher over the long-term.
Aggressive investments have historically provided higher returns while exhibiting greater short-term price fluctuations and potential for loss. How do you feel about fluctuations in the value of your portfolio?
You want to minimize the possibility of loss in the value of your portfolio. You understand that you may be sacrificing the potential for higher long-term returns by holding investments that reduce the potential for short-term loss and price fluctuation.
You can tolerate the risk of moderate losses in order to pursue potentially favorable returns.
You can tolerate the risk of large losses in your portfolio in pursuit of greater potential gains.
What is the investment time horizon on these investable assets?
Less than 3 Years
3 - 5 Years
6 - 9 Years
10+ Years
Realizing that any market-based investments may move up or down in value over time, with which of the hypothetical portfolios below would you feel most comfortable?
Portfolio A
Portfolio B
Portfolio C
Portfolio D
Portfolio E
In the notes section below, please provide the plan name/employer for the workplace accounts, advisory fee changes and/or specific manager requirements, as well as any other notes on the account.
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