Mutual Vision

The Varga Investment Platform is an online-only wealth management platform. Tell us about yourself and we will design an investment portfolio to help you meet your objectives. A "robo-advisor" designed to provide you an actively managed, broadly diversified portfolio, with as little as $5,000 initial investment. Our annual advisory fee for this online-only program is a flat 33 basis points, or 0.33%.

We just expect you to check in with us at least once a year. Check back sooner if anything changes with your financial situation, family or objectives. We will provide on-going risk management and rebalancing of your account.

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If you would like to engage us to be your financial advisor please complete the Investor Quiz. We use the "Grable and Lytton Risk Tolerance Scale" to gauge your willingness to take risk. The entire Investor Quiz consists of 30 questions.

If you are both willing and financially able to invest at this time we will then email you via Docusign with our advisory agreement, disclosures and an investment proposal. You will also receive an invitation from Interactive Brokers LLC to establish an account with Varga Investments Inc. as your financial advisor.

There are no right or wrong answers to the Investor Quiz. Just answer honestly and to the best of your ability! Enter in your details and click "Next" to begin.

Name
Email
Phone Number
State/Province and Country of Residence
In general, how would your best friend describe you as a risk taker?
You are on a TV game show and can choose one of the following. Which would you take?
You have just finished saving for a “once-in-a-lifetime” vacation. Three weeks before you plan to leave, you lose your job. You would:
If you unexpectedly received $20,000 to invest, what would you do?
In terms of experience, how comfortable are you investing in stocks or stock mutual funds?
When you think of the word “risk”, which of the following words comes to mind first?
Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value. Bond prices may fall; however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high interest government bonds. What would you do?
Given the best and worst case returns of the four investment choices below, which would you prefer?
In addition to whatever you own, you have been given $1,000. You are now asked to choose between:
In addition to whatever you own, you have been given $2,000. You are now asked to choose between:
Suppose a relative left you an inheritance of $100,000, stipulating in the will that you invest ALL the money in ONE of the following choices. Which one would you select?
If you had to invest $20,000, which of the following investment choices would you find most appealing?
Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mine is a bust, the entire investment is worthless. Your friend estimates the chance of success is only 20%. If you had the money, how much would you invest?
Will this account be a retirement account, an IRA or Roth IRA?



How old are you?
What is your income source?
What is your annual income?
Does your monthly income exceed your expenses?
How would you best describe your current savings/cash reserve?



How much investable assets do you have?  i.e. $100,000.00

What is your net worth? i.e. $1,000,000

What is your investment objective?
What are your investment goals?

When is your time horizon for beginning your investment objective?



When is your ending time horizon for your investment objectives?



How would you describe your investment experience?

What is your tax status?
Do you have any special expenses coming up? If so, how much, when and at what frequency?

How was your wealth created and what type of investments have you made in the past?

What do you do for recreation?



Please enter in your details below to complete the Investor Quiz and immediately receive your risk tolerance results!