The process of becoming an investor in a Fisk Financial offering is simple. Just follow the steps below and make sure you consult with a professional to determine whether the specific investment is suitable for you, your portfolio, and your financial situation.

Process Outline

Complete the downloadable Investor Questionnaire and submit to a manager for review. The Investor Questionnaire will ask for detailed information regarding your financial situation. This information is required by SEC Suitability Requirements as well as the United States Patriot Act.
Once your Investor Questionnaire is received and the information looks in order, you will receive the investment documentation. Review these documents with your advisors.
If this investment fits your financial situation and portfolio goals, complete a Subscription Agreement and send into Fisk Financial. If accepted, congratulations, you’re an investor!