SHOREBIRD CAPITAL MANAGEMENT

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Investment Strategy

Successful Investing Is About Managing Risk Not Avoiding It

Investor Profile Form

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Name(Required)

First Last

Email(Required)

Date Of Birth(Required)

MM slash DD slash YYYY

Time Horizon

I plan to begin withdrawing money from my investments in.(Required)

Less Than 3 years

3-5 Years

6-10 Years

11 Years Or More

Once I begin withdrawing funds from my investments, I plan to spend all of the fund in:(Required)

Less than 2 Years

2-5 Years

6-10 Years

11 Years or more

Risk Tolerance

I would describe my knowledge of investments as:(Required)

None

Limited

Good

Extensive

What amount of financial risk are you willing to take when you invest?(Required)

Take lower than average risks expecting to earn lower than average returns

Take average risks expecting to earn average returns

Take above average risks expecting to earn above average returns

In order to provide you with the most accurate asset allocation strategy, your investments not held as Shorebird Capital should be included in the analysis. Do you have other investments, savings, IRA’s, or other retirement accounts that should be considered? If Yes please provide detail:(Required)

Yes

If Yes please provide detail:

Consider this scenario: Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?(Required)

Sell all of my shares

Sell some of my shares

Do nothing

Buy more shares

We've outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you? The figures are hypothetical and do not represent the performance of any particular investment.(Required)

Plan A

Plan B

Plan C

Plan D

Plan E

Do you have other investments, savings, or retirements accounts that you would like to include in the allocation strategy? If Yes provide a little detail(Required)

Yes

Provide Detail:

Do you have any changes that will impact your finances that should be considered (retirement, switching jobs, large upcoming expense, selling real estate, etc?) If Yes provide a little detail(Required)

Yes

Provide Detail:

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(410) 531-9411

info@shorebirdcapital.com

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Contact

3696 Park Avenue, Ste. 300

Elicott City, MD 21042

(410) 531-9411

info@shorebirdcapital.com

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