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Client Intake Form
The picture before the conversation. Where your money sits today, what it owes, and what you want it to do — so your first call with Chris starts on your situation instead of on the basics.
Tell us where things stand today
This preliminary questionnaire gives us your basic financial situation before we get to the detailed risk assessment. Approximate numbers are fine — round to the nearest thousand. Everything here is confidential and used solely to tailor what we bring to your first conversation.
Nothing here is required, and nothing is sent until you sign at the bottom. If you would rather walk through it live, plenty of people do exactly that on the first call.
The basics — who you are and how to reach you.
Select everything that applies. This is the part that shapes the first call more than any other.
Approximate totals for each category, including everything under your control or held jointly. Round numbers are fine — the totals below update as you go.
Outstanding balances, not monthly payments. Leave anything that does not apply at zero.
A first read only. The full risk tolerance questionnaire does the real work — this just tells us where to start.
Four short questions. Answer the ones that apply.
Employer trading restrictions, concentrated stock, values-based screens, industries to avoid.
Retirement, a sale, an inheritance, a move, tuition starting, a new child.
Nothing leaves this page until you do.
Got it, thank you
Your intake form is in. Chris will read it before you speak, which means your first call starts on your situation rather than on the basics — and he will bring a customized view built around what you just told us.
This is the other half of the picture, and the one every client eventually completes. Do it now and Chris
walks into your first call already knowing which of our five model portfolios fits you.
Complete the questionnaire →
Statements for the accounts you would like reviewed can go straight to
cpassarelli@bullrunim.com — it is a secure address.
Prefer not to email financial documents? Ask and Chris will set you up with a Black Diamond login
and a secure vault to upload into. It becomes your permanent portal afterward.
This intake form is an information-gathering tool. It is not an application, does not create an advisory relationship, and does not constitute investment advice or a recommendation. Bull Run Investment Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
Questions? Seeking Further Insight?
Connect with our team to discuss your goals. No obligations, no pressure — just a straightforward conversation about how we can help.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.