Discover Your Investor Persona

Advisor Matching Service

Discover Your Investor Persona

Every investor is unique, and your approach to your money, knowledge about investing and what you are looking for in an advisor is unique to you. By answering a few simple questions, you’ll learn more about your investor persona to match you with the type of advisor who will fit you best.

Age(Required)

What is your age?

multiple choice(Required)

An advertising agency or market research firm, marketing firm, or marketing department in your own firm

A management consultancy

A company in the financial services or investment management industry

A company that makes or manufactures consumer goods / products

A company in the restaurant / food-service industry

A law firm or company that provides legal services

A company that manages electrical utilities / co-generation

None of the above

Are you or any members of your household currently employed in any of the following types of businesses?

dropdown(Required)

Which of the following best describes your household’s total investable assets (excluding real estate investments, business holdings, and retirement accounts)?

Are you considering

Yes

Are you considering hiring or switching to a new investment advisor within the next 6 months?

Please indicate your level of agreement with each of the following statements using the sliding scale.

q1(Required)

I seek wealth primarily to enhance my social status.

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q2(Required)

Maintaining my lifestyle makes it hard to save and invest.

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q3(Required)

When speaking to my investment advisor, I am very specific and clear about my goals.

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q4(Required)

When it comes to my money, I watch my investments like a hawk.

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q5(Required)

My retirement plan is less important than other financial goals.

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