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* 1. How well are your clients' portfolios managed relative to their stated objectives and specific needs?
 
Excellent
 
Good
 
Average
 
Below Average
 
Poor
 
 
 
* 2. Are there any investment topics that you would like to know more about, or for which you would like to have presentations?
 
Yes
 
No
 
If Yes, what topic?
 
 
 
* 3. My requests are completed within the required timeframe.
 
Strongly Agree
 
Agree
 
Undecided
 
Disagree
 
Strongly Disagree
 
 
 
* 4. On average, my requests were completed accurately.
 
Strongly Agree
 
Agree
 
Undecided
 
Disagree
 
Strongly Disagree
 
 
 
5. On average, my requests were completed in a timely manner.
 
Strongly Agree
 
Agree
 
Undecided
 
Disagree
 
Strongly Disagree
 
 
 
* 6. I am kept up-to-date on everyday client issues.
 
Strongly Agree
 
Agree
 
Undecided
 
Disagree
 
Strongly Disagree
 
 
 
* 7. MAMC back-office explains the investment processes clearly.
 
Strongly Agree
 
Agree
 
Undecided
 
Disagree
 
Strongly Disagree
 
 
 
* 8. MAMC back-office listens to my concerns and suggestions.
 
Strongly Agree
 
Agree
 
Undecided
 
Disagree
 
Strongly Disagree
 
 
 
* 9. MAMC back-office was open to any comments or suggestions that I made this past month?
 
Yes
 
No
 
Not Applicable
 
 
 
* 10. I am at ease regarding the logistical management of my clients' assets.
 
Strongly Agree
 
Agree
 
Undecided
 
Disagree
 
Strongly Disagree
 
 
 
* 11. Please rate MAMC's ability to service your clients' needs.
 
Excellent
 
Good
 
Average
 
Below Average
 
Poor
 
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