Discover
Your Investor
Persona

Expert

Protector

Joy Seeker

Delegator

Improviser

Understanding your investor persona will help you be more aware of why you tend to gravitate towards certain kinds of investments and away from others. It will also give you some clear criteria to use when choosing an advisor.

It’s not a time-consuming process––just 5 simple questions.

The other benefit of discovering your investor persona is that we can use it to match you to an advisor who is a good fit for your priorities, communication style, and desired level of engagement.