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Basic Questions To Ask About
Any Investment Opportunity

With most any investment, whether marketed in person, by mail, telephone, or on the Internet, a wise investor should always slow down, ask questions, and get information. Keep a record of what you are told, in case you have a problem later.

Is the investment registered with the SEC and or the state securities agency?

Is the person recommending this investment registered with a securities agency?

Is there a record of any complaints about this person or company? ( SEC or BBB )

Does the investment match my investment objectives?

Where is the company incorporated?

May I review the latest reports that have been filed on or for the company?

What are the costs to buy, hold, and sell this investment?

How easily can I sell the investment?

Who is managing the investment?

What experience does the management have?

What is the risk that I could lose the money I invest?

What is the history of the value of the investment?

What return can I expect on my money?

When can I expect the return on my investment?

How long has the company been in business?

Is the company making money.

How is the company making money.

What is the companies product or service?

What competition does the company have?

How can I get more information about this investment.

Listed above are just a few questions most smart investors will ask before placing their money at risk!

Have a question we should add? Send it to Advertising

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