Become a Client

Interested in becoming a 2MC client? Please tell us about yourself using the form below and we will contact you shortly. You can learn more about our qualifications and business practices here.

Name *

First

Last

Co-owner Name (if applicable)

First

Last

Address *

City, State, Zip *

E-mail *

Phone Number *

Check here if you are a:

U.S. Citizen
Permanent Resident
Not a U.S. Citizen

Country of Citizenship (For non-U.S. Citizens and Permanent Residents)

Account Title

Opening Deposit ($100,000 minimum)

Source of Funds

Check
Wire Transfer/ACH
Transfer from an existing account

Investment Objectives

Growth
Growth and Income
Current Income
Capital Preservation

Generally, there is a correlation between portfolio returns (either positive or negative) and the amount of risk a Client is willing to assume. Clients looking for long-term growth in their portfolio tend to experience high price fluctuations over the short term, and Clients generally need to accept higher portfolio risk if they seek higher returns.

Investment Time Horizon

The longer the investment time horizon, the greater the likelihood you will achieve your investment objectives. With a long time horizon, you have a greater ability to accept risk because you have a longer period of time to recoup any investment losses.

Risk Tolerance

Conservative
Moderate
Growth
Aggressive

Please indicate the amount of risk you are comfortable with.

Comment or Message

Message

Contact Us

2nd Market Capital Advisory Corp
650 N. High Point Road
Madison, WI 53717
(608) 833-7793 - phone
(608) 833-5549 - fax
info@2ndmarketcapital.com

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disclosure privacy policy disclaimer

Investment advisory services offered through 2nd Market Capital Advisory Corporation, a Wisconsin registered investment advisor.

View disclosure information for 2nd Market Capital Advisory Corporation and our investment professionals by visiting the SEC Investment Advisor Public Disclosure website.