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Smart Portfolio Management |
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SunSage Capital has a responsibility to know its clients. Investment suitability is based on the client's investment objectives, financial situation, and risk preferences. Please help us understand your investing priorities and financial situation by selecting the pertinent form and answering the questions. Once complete, forms can be returned by email to kohl@sunsage.com.
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Please Select the Investor Profile Based on Your Account Type: |
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Note: This website is intended to be made available only to individuals in the United States and the information on the website is only for such persons. Nothing on the website should be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase, or sale would be unlawful under the laws of such jurisdiction. |
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