Welcome to EFS FUND!

We will ask you a set of questions to get you started


What is your primary reason for investing?







What is your current age?




What is your annual pre-tax income?




What is the total value of your cash and liquid investments?

e.g. savings, CDs, mutual funds, IRAs, 401(k)s, public stocks




When deciding how to invest your money, which do you care about more?






The global stock market is often volatile. If your entire investment portfolio lost 10% of its value in a month during a market decline, what would you do?

Your behavior during a market downturn is important to understanding your risk tolerance.







Your Email

Enter your email address and we'll send you a link for reviewing this investment plan at a later date.