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Investor
Persona Quiz

Your Investor Persona is

Protector

As a PROTECTOR, you take a careful, thoughtful approach to financial decisions and life in general. You’re a disciplined investor with a conservative, well-diversified portfolio, and you it’s very important to you to balance stability and long-term growth. The two main things you look for in an advisor are practicality and clear communication.

Your Relationship
With Money:

You’re not obsessed with creating wealth for its own sake or to gain social status. For you, money is a tool for securing a comfortable future, especially in retirement.

When an advisor comes to you with a new idea, it’s very important for you to understand the why behind the what. You trust your advisor but want to stay informed about what they’re doing and how it’s moving you closer to your goals.

Your Confidence Level

You’re crystal clear about where you want to go, but want an expert advisor to handle the details on how to get there. 

You’re comfortable talking about investing, and want a partner with a straightforward communication style so you can feel completely confident in your strategy. 

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 having to take time or focus away from other areas of your life. And when you have questions. You can expect a straight answer.

-always have a why

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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