Proposals

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By checking this box you authorize us to share your information with up to three independent financial advisors chosen based on your geographical location.  You are under no obligation to work with these referrals and each advisor may have their own unique fee structure.  If you do not have an advisor and are not willing to work with a referred advisor, we are unable to offer you a proposal.



Please answer the following questions in order to better understand your risk tolerance:

If you score 12 or fewer points, we are unable to help you at this time.


Moderate: 13-16 Points
Up to 75% of your portfolio may be invested in equities or notional equivalents with the balance held in fixed income or money market.

Core: 17-28 Points
Up to 100% of your portfolio may be invested in equities or notional equivalents with the balance held in fixed income or money market.

Aggressive: 29+ Points
Up to 125% of your portfolio may be invested in equities or notional equivalents with the balance held in fixed income or money market.

When you hit the submit button below, we will receive your information electronically and begin the process of compiling your proposal. When completed, we will forward your contact information and proposal to your advisor or a referred advisor, as indicated by you above. They will be responsible for getting in touch with you to go over the proposal and explain the details. Please allow up to 24 hours for this process to occur, during normal business hours. If you have not heard back from someone within 24 hours, please send us an email at info@mrpfolios.com.