Investor
Persona Quiz
You prefer to be more
hands-off with investing.
You value wealth because it allows you to lead a very pleasant life. You know that saving for retirement is important, but you’re in the fortunate position of not having to worry about it. When it comes down to thinking about retirement planning or vacation planning, vacation is going to win almost every time.
Your Relationship With Money
Wealth is a big part of who you are because it makes it possible for you to lead a very active life and have a lot of great experiences. You’re not opposed to risk, but like other aspects of investing, it’s also not something you care to think about much.
Your Confidence Level
You have plenty of knowledge about investing, you just happen to find it boring. You want an advisor you can trust to manage your wealth while you focus on doing the things you enjoy with the people you love.
Your Ideal Advisor
The best advisor style for you is The Relationship Builder.
Warm and approachable, The Relationship Builder understands how investing fits into your life, what your goals are, and what level of involvement you actually want to have.
They are masters of creating and executing customized plans and then maintaining regular check-ins to keep you in the loop. The Relationship Builder will give you as much detail as you want–and if you don’t want a lot, they know how to give you efficient, broadstroke updates. This is not someone you will need to manage; this is someone who works hard so you can work less.
You can trust The Relationship Builder to look out for your financial future and keep you comfortable while they do it.