Investor Questionnaire

We’re excited to connect with you!

__________________________________

Please take 5 minutes and complete this short questionnaire.

Once you hit submit, you will immediately be redirected to schedule a call with us.

First Name *

Last Name *

Email *

Phone *

Time Zone *

Please Read Before Proceeding

U.S securities laws require that we develop substantive relationships with our investors prior to discussing investment opportunities with them in order to determine whether investors are sufficiently sophisticated and any investments are suitability for them. The following questionnaire is intended to start the process of getting to know you a little better. Any information you provide here will be kept in strict confidence.

Are You an Accredited Investor?

Yes No Not Sure

Do You Own a Business? (Certain Investments May Provide Tax Benefits)

Yes No

What is Your Current Yearly Income?

<$150,000 $151,000 - $200,000 $201,000+

Are You Currently Investing?

Yes No

What Types of Investments Do You Have?

Stocks Bonds Real Estate Retirement Funds Gold/Silver Bitcoin/Crypto Currency Other

Do you plan to invest using a tax-advantaged account?
(check all that apply)

Individual Retirement Account (IRA) Traditional Roth QRP

What are your primary investment objectives?
(check all that apply)

Cash Flow (Current Income) Equity Growth Asset Protection Privacy Tax Savings Preservation of Wealth

Current Investment Locations:

Domestic (USA) Off-Shore (Non-USA)

Investment Term
(check all that you would consider)

1 Year or Less 1 to 5 Years 6 to 10 Years 11 to 20 Years >20 Years

Other Considerations
- Please feel free to add any other considerations you feel would be relevant to establishing your suitability for private placement investments, including other education, business or financial experiences, investment considerations, financial situations, training (including seminars, contenting education, etc) or professional licenses and certifications.

Other Considerations

Why Choose EHI?

In a demanding industry where you tirelessly care for others, it’s time to prioritize your own well-being. We understand the challenges you face, and that’s why we’re committed to helping you achieve financial security and a better work-life balance.

Tailored Solutions: We understand your unique investment journey and craft strategies for sustainable wealth creation.
Expert Guidance: Our team of professionals brings years of industry experience to guide you every step of the way.
Community Connection: Join a network of like-minded healthcare professionals on the road to financial well-being.

Connect With Us