Portfolio Management Questionnaire Portfolio Management Questionnaire Name* First Last Email* Briefly describe the nature of your advisory business:*Please attach the most recent models and their makeup in Excel format. That includes asset classes and percentages.*Max. file size: 512 MB.What, if any, percentage of cash do you require in your client accounts? If less than 1%, please explain.*Please list all alternative or illiquid investments you have in your client accounts, % of the clients portfolio, and rationale for including them.*Please list all ESG (Environmental, Social, and Governance) allocations you have in your client accounts and % of the clients portfolio.*Please attach Risk Tolerance Questionnaire you use for your advisory clients:Max. file size: 512 MB.Please share your rationale for placing a client into a specific model:*Do you have clients not currently in a model? If yes, how many, how is their asset allocation determined, and why are they excluded from the other models?*Please select the Custodians you use:* Fidelity Schwab Pershing TD Ameritrade (moving to Schwab Sept. 2023) Other Custodians - Please list, we may or may not have access or the ability to gain access to them. Are you planning to move your accounts from one Custodian to another?* Yes No If planning to change Custodians, please explain: CommentsThis field is for validation purposes and should be left unchanged.