If you’re an existing investor, click here to login to the Investor Portal.

If you are interested in learning more about investing with Shannon, please fill out the form below.

First Name *

Last Name *

Email *

Phone *

What Is Your Occupation? (If retired, please put your previous occupation) *

What types of investments do you have? (check all that apply) *

Stocks

Bonds

Real Estate

Retirement Funds

Gold/Silver

Bitcoin/Crypto

Self-Directed IRA or EQRP

Are you an Accredited Investor? *

Yes

No

Not Sure

How much do you have to invest? *

Less than $50K

$50K - $100K

$100K - $250K

$250K - $500K

$500K - $1M

$1M+

What Is Your Approximate Annual Income? *

Less Than $100K

$100K - $250K

$250K - $500K

$500K+

What Is Your Primary Investment Objective? *

Preservation of Wealth

Tax Mitigation

Cash Flow

Appreciation

Asset Protection

Please Estimate When You Need Your Liquidity Back. *

Less Than 2 Years

2-5 Years

5-10 Years

10+ Years

How Soon Are you Looking to Deploy Your Capital?

Less than 30 Days

1-3 Months

3-6 Months

6-12 Months

More than a 1 Year