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Investor
Persona Quiz

Your Investor Persona is

Delegator

As a DELEGATOR, your top priority is securing a comfortable retirement––but you want an advisor to execute the plan so you don’t have to get bogged down in the day-to-day details. You want a diversified portfolio but you also want to keep things simple so it doesn’t take up too much of your time and energy.

Your Relationship
With Money:

You see money as a means to an end, not a reflection of who you are as a person. You’re more concerned with the quality of your relationships than your socioeconomic status.

Your retirement goals aren’t elaborate, but you definitely want to make sure you have enough to live comfortably and take care of your family.

Your Confidence Level

When it comes to investing, you know your limitations. You don’t follow the market or investing trends closely because even though you know they’re important, you just don’t find them interesting. That’s why you want an advisor you can trust to take the lead and actively manage your investments.

Your Ideal Advisor

The best advisor style for you is The Simplifier.

Patient and down-to-earth, The Simplifier knows how to break complex investment strategies down into clear, actionable steps.

They give you concise updates on your investments so you can feel confident about your progress towards retirement without taking having to take time or focus away from other areas of your life.

The Simplifier understands how much you value your time and straightforward communication, and you’ll see that in every part of the relationship.

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