Forms

There are two ways to get started charting your course to your own private island. The most efficient way is to complete all the required steps using our secure electronic channels. The benefit to you is this can be accomplished at any time of day from the comfort of your own home. If this way is good for you, then please email invest@JQRCapital.com or text (860) 325-0330 to get started.


If you would rather go the old school route, we are happy to use the postal mail, office phone, or private meeting to get you off the ground. Please proceed as follows.

Step 1: Review these!

Our Privacy Policy

Our Firm Brochure

Our Professional Background

Step 2: Complete one (or more) of these!

Financial Planning Agreement

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Investment Management Agreement

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Tax Preparation Agreement

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Step 3: Meet With Us!

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