Which of the below listed services would you consider valuable for Elm Tree Capital or our trusted partners to provide to you as a client?
How do you make your investment decisions? Check all that apply
Describe your relationship with your Financial Advisor (“FA”). Check all that apply
How would you like Elm Tree Capital LLC to help you with your portfolio? Check all that apply
Which profile do you fit (please select one)
Please let us know if you have any other questions or comments:
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