Dear Voornaam:

We’re conducting a quick survey on trends in portfolio construction, and we’ve identified you as someone whose background and experience will improve the collective insights we deliver on the future of portfolio construction.

Can you take a few minutes to help us with our quick survey? The first 100 respondents to this request will receive a $10 Amex gift card as a token of our appreciation for completing the survey.

Our survey sample is small, so your cooperation is critical to our success.  Rest assured that your answers will only be used in conjunction with the others we receive.

Thanks in advance for helping us with our survey.

Cordially,
Jay McSherry
Group Marketing Director
WealthManagement.com