TCM Survey
This survey is designed to get to know you and your investment goals.
Email
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1.
Are you a Registered Investment Advisor (RIA) or financial professional?
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Yes, I'm an RIA or financial professional
No, I'm an individual investor
2.
How would you describe your investment style?
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Long-term investor / allocator (buy and hold)
Active trader (frequent trades, tactical)
Hybrid (swing/position trades + long-term core)
Passive / index-focused
Delegator (my advisor/family office manages investments for me)
I'm still developing my approach
3.
What do you currently invest in? (choose as many as relevant)
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Equities (individual stocks)
ETFs
Options
Bonds
Precious metals
Crypto
4.
How would you gauge your level of investment savvy and expertise?
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Beginner
Intermediate
Advanced
Professional
5.
What's your experience level with options trading?
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None – I don't trade options
Beginner – I'm learning the basics
Intermediate – I regularly use basic strategies (covered calls, cash-secured puts, etc.)
Advanced – I use complex multi-leg strategies
6.
What type/s of market insight do you find most valuable? (choose up to three)
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Daily market commentary
Analysis of themes and angles to play them
Asymmetric / opportunistic setups
Risk-hedging frameworks
Specific trade ideas
Long-term buy-and-hold ideas
Wealth and tax optimization
7.
What are your top financial goals in the next 5 years? (choose up to three)
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Capital appreciation
Preserve capital and reduce risk
Income generation / Cash flow
Tax optimization
Retire or prepare to retire
Plan for generational wealth / estate transition
Manage or deploy liquidity (business sale, stock options, etc.)
Simplify financial life & consolidate assets
8.
What are the biggest challenges you face in managing your wealth? (choose up to two)
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Keeping up with markets and my current investments
Finding high-quality, well-reasoned investment ideas
Managing taxes efficiently
Balancing risk vs. opportunity
Finding the time to manage my overall financial affairs
Coordinating across accounts / advisors
Staying disciplined / avoiding emotional decisions
Navigating big financial decisions (retirement, exit, inheritance, etc.)
9.
How do you currently manage your investments?
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I self-manage everything
Hybrid: I manage some, and also use a financial/investment advisor
Primarily advisor-managed
Family office / fully outsourced
10.
How would you describe your current investment risk tolerance?
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Conservative — I prioritize capital preservation
Moderate — I aim for a balance between growth and protection
Aggressive — I'm willing to take higher risk for higher returns
Opportunistic — I'm prepared to take big swings when conviction is high
11.
How much liquid capital do you have available to invest in markets? (of your own or, if RIA, your clients')
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Under $250K
$250K – $1M
$1M – $3M
$3M – $10M
$10M – $30M
$30M+
12.
How old are you?
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Under 30
30–44
45–59
60+
13.
Would you be interested in learning more about Tuttle Capital Management's services?
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Yes, I'd like to learn more about your ETF offerings
Yes, I'd like to learn more about your wealth management services
Yes, I'm interested in both
Not at this time