Is investing in Oil & Gas a Strategic Fit for you?
Take our Strategic Analysis to find out.
Which statement best describes your current financial qualification status?
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I individually earn more than $200,000 per year and have for the past two years.
My spouse and I earn more than $300,000 per year combined and have for the past two years.
My spouse and/or I have a net worth exceeding $1,000,000 (excluding our primary residence).
I expect to meet one of these criteria within the next 12–24 months.
I do not currently meet these criteria.
For alternative investments, which range feels realistic for you?
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Under $25,000
$25,000-$50,000
$50,000-$100,000
Over $100,000
Which best reflects your experience with alternative investments?
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New to alternatives
Some exposure (funds, syndications, private placements)
Experience with direct participation or similar structures
My typical investment time horizon is:
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Short-term (liquidity is a priority)
Mid-term (18 months – 3 years)
Long-term (4+ years)
When evaluating opportunities, I tend to prioritize:
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Capital preservation above all else
Balanced risk with tax efficiency
Long-term upside with managed risk
When making investment decisions, I typically:
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Decide independently
Review with a CPA or financial advisor
Collaborate with one or more of my trusted advisors
How soon are you looking to invest in this alternative?
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Actively evaluating opportunities now
Preparing for future participation
General education and research
Where should we send your Results Report?
First Name
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Email
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