CIAL Behavioral Investor Type Assessment

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Behavioral Investor Type Assessment

Email *

Have you earned the majority of your wealth in your lifetime? *

A. Yes

B. No

Have you risked your own capital in the creation of your wealth? *

A. Yes

B. No

Which is stronger: your tolerance for risk to build wealth or the desire to preserve wealth? *

A. Tolerance for risk

B. Preserve wealth

Would you prefer to maintain a degree of control over your investments or prefer to delegate that
responsibility to someone else?

A. Maintain control

B. Delegate

Do you have faith in your abilities as an investor? *

A. Yes

B. No

If you had to pick one of two portfolios, which would it be? *

A. 80% stocks / 20% bonds

B. 40% stocks / 60% bonds

Is your wealth intended to purchase your current lifestyle or are you motivated to build wealth at the
expense of lifestyle?

A. Build wealth

B. Purchase lifestyle

In your work or personal life, do you generally seek, need, or require the approval of someone else
(such as your immediate supervisor or mentor) or do you look to yourself to assess how well you are
doing?

A. Self

B. Someone else

Are you income motivated or are you willing to put your capital at risk to build wealth? *

A. Capital at risk

B. Income motivated

Do you believe in the concept of leverage or do you prefer to limit the amount of debt you owe? *

A. Believe in leverage

B. Limit debt

Behavioral Investor Type Assessment

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