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"In investing, what is comfortable is rarely profitable."
- Robert Arnott

At times, you will have to step out of your comfort zone to realize significant gains. Know the boundaries of your comfort zone and practice stepping out of it in small doses. As much as you need to know the market, you need to know yourself too. Can you handle staying in when everyone else is jumping ship? Or getting out during the biggest rally of the century? There's no room for pride in this kind of self-analysis. The best investment strategy can turn into the worst if you don't have the stomach to see it through.

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If you are considering to join Moreland Capital Group's family and receive additional information, you must be an accredited investor. Our friendly and knowledgeable account managers are available to cater high net worth individuals, institutions and organizations. Including family offices, corporations, insurance companies, healthcare providers, institutional investors, investment banks, financial advisors, wealth managers, fund of funds, foundations, trusts, sovereign wealth funds, endowments, pensions, public funds, unions, multi employer, and many other investment organizations. Please fill out the form below, after the review of your application one of our associates will contact you soon.

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Are you completing this form on behalf of any company, entity or other third-party?  Yes   No
If yes, please describe the entity (corporation, LP, LLC, trust etc., the address of principal place of business) and your relationship to the entity:

Were you referred to us by any person or entity?  Yes   No 
If yes, by whom? (Contact name, phone number, entity, address):

What kind of investments have you participated in?
Hedge funds, private equity funds, venture funds or other private investment vehicles whereby the investment manager is compensated based by performance
Mutual funds
Exchange-Traded Funds (ETFs)
Stocks and Equities
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Debt Securities
Options
Currency Trading (Forex)
Futures and commodities
Do you have any other investment experience in addition to that described above?  Yes   No 
If Yes please describe below:

If you are a U.S. person or acting on behalf of a U.S. person, in order to access this website, you must be an accredited investor as defined in the U.S. Securities Act of 1933, as amended ("1933 Act").

You are an accredited investor if you meet any of the following descriptions (please check the applicable description(s))
a bank, as defined in Section 3(a)(2) of the 1933 Act, acting in its individual or fiduciary capacity:
a savings and loan association or other institution as defined in Section 3(a)(5)(A) of the 1933 Act, acting in its individual or fiduciary capacity:
a broker or dealer registered pursuant to Section 15 of the U.S. Securities Exchange Act of 1934, as amended ("Exchange Act"):
an insurance company as defined in Section 2(13) of the 1933 Act:
an investment company registered under the U.S. Investment Company Act of 1940, as amended (the "1940 Act"), or a business development company as defined in Section 2(a)(48) of the 1940 Act:
a small business investment company licensed by the U.S. Small Business Administration under Section 301(c) or (d) of the U.S. Small Business Investment Act of 1958, as amended:
a plan which has total assets in excess of $5,000,000 US and which is established and maintained by a state, its political subdivisions, or any agency or instrumentality of a state or its political subdivisions for the benefit of its employees:
an employee benefit plan within the meaning of the U.S. Employee Retirement Income Security Act of 1974, as amended ("ERISA"), if the investment decision is made by a plan fiduciary, as defined in Section 3(21) of ERISA, which is either a bank, savings and loan association, insurance company, or Registered Investment Advisor, or if the employee benefit plan has total assets in excess of $5,000,000 US or, if a self-directed plan, with investment decisions made solely by persons that are accredited investors:
a private business development company as defined in Section 202(a)(22) of the Investment Advisors Act of 1940, as amended:
a corporation, a Massachusetts or similar business trust, a partnership, or an organization described in Section 501(c)(3) of the U.S. Internal Revenue Code of 1986, as amended, which has total assets in excess of $5,000,000 US:
a natural person whose individual net worth, or joint net worth with his or her spouse, exceeds $1,000,000 US:
a natural person who had an individual income in excess of $200,000 US in each of the two most recent years or joint income with his or her spouse in excess of $300,000 US in each of those years, and who has a reasonable expectation of reaching the same income level in the current year:
a trust with total assets in excess of $5,000,000 US, the investment activities of which are directed by a person who has such knowledge and experience in financial and business matters that he/she is capable of evaluating the merits and risks of the investment:
an entity in which all of the equity owners are accredited investors:
We may ask you to provide additional information, depending on which box has been checked.
Do you have the necessary knowledge and experience in financial and business matters to enable it to evaluate the merits and risks of an investment in a private investment vehicle?  Yes   No 
Are you aware that an investment in a private investment vehicle entails risk, and the trading strategies of private investment may be speculative in nature?  Yes   No 
*By checking this box, you represent and acknowledge that the information provided on this page will be relied upon in determining whether you meet the legal requirements for receiving additional information from Moreland Capital Group, llc., and all of the information provided is true and accurate. If any of the information on this page changes, you agree to promptly contact us in writing and notify us of the changes.
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All rights reserved. © Moreland Capital Group, llc. 2006 - All information is provided on an "as-is" basis for informational and educational purposes only, and is not intended for actual trading purposes or investment advice. Any of the information contained herein does not constitute an offer of any Moreland Capital Group funds and not an offer to buy or sale any securities. Neither Moreland Capital Group, nor any of it’s associates are liable for the accuracy of the information, or any actions taken in reliance on information contained herein. Past performance is not indicative of future results and there is no assurance that any Moreland Capital Group funds will achieve its objectives or avoid significant losses. This site may contain forward-looking statements; such statements are subject to various risks and uncertainties.
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