Why knowing who you are as an Investor is crucial to your success
The greatest financial success comes when your Advisor customizes your investment plan specifically for you. For that to happen, you have to know who you are as an Investor. We don’t mean the usual stuff, like “What is your tolerance for risk?” We mean really knowing who you are at a much deeper level.
Challenging questions create useful answers
Our interactive Investor Discovery™ questionnaire asks probing questions about your investing experience, your financial objectives, your service preferences, and the role of your Advisor. All this information is captured in your Investor Blueprint™. It takes about 15 to 20 minutes to complete, a tiny investment of your time compared to what it can return in terms of a more successful financial relationship.
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Learn what makes you tick with the Investor Blueprint™
The Investor Blueprint™ is a personalized report, created uniquely for you. The Blueprint assesses your Investor style in four distinct, interrelated spectrums — Confidence, Resilience, Independence and Planning.
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Putting your Blueprint to work
Use your Blueprint as a guide — a practical tool to share with your current Advisor or new one. The summary report lets you start a more productive dialogue with your Advisor because it’s much more insightful about you as an Investor. You can also update your Blueprint at any time as your investment goals and needs change. So it can grow as you do.
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