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Investor
Persona Quiz

You’re an active,
experienced investor.

You have a great deal of knowledge about investing and use it pursue very ambitious goals. Investing is exciting for you, and you look for strategies that offer high returns and align with your long-term vision. You have high standards for your investments and for your advisor.

Your Relationship With Money

Building wealth is something you do in order to secure your family’s future, but it’s also a big part of who you are. You’re proud of your wealth because you see it as a representation of your accomplishments. You are very meticulous about measuring results and tracking progress because you want to make sure every decision supports your broader financial goals.

Your Confidence Level

You are an extremely confident investor. You know more about markets than most people, including some advisors, and it’s not uncommon for people to ask you for financial advice.

You’re open to some risk if there’s enough upside, and calibrating risk is an area where like to have some collaboration and validation from an experienced advisor who can bring you additional insights. Finding an advisor who can can match or exceed your expertise is a challenge, but we’re here to help.

Your Ideal Advisor

The best advisor style for you is The Technician.

Analytical and data-driven, The Technician excels at crafting sophisticated, high-growth investment strategies to fit your goals. 

This type of advisor respects your need to see measurable results and keep tight control over your portfolio. You can count on them to back up every recommendation with detailed insights and projections so you have a solid rationale for every move. This methodical approach works well with your penchant for advanced financial instruments like private equity or hedge funds. 

The Technician is a master of optimizing risk-adjusted returns so you can boldly pursue your most ambitious goals.

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