Investor Profile Quiz

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How old are you?

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Age is one of many determining factors for appropriate risk tolerance.

What’s your current level of investing?

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Prior investing experience plays a role in determining your profile.

What level of financial risk are you typically comfortable with?

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An investor’s risk tolerance is a determining factor for the types of investments they normally opt for.

What investment opportunities interest you most?

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The type of investments you’re looking at helps determine your
diversification interest and passions.

When you make an investment, how long do you want to let it mature?

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The length of time you’re planning to keep an investment is significant in
determining where you can or should invest.

Your investment portfolio is up 50% today, what do you do?

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When portfolio performance is up, investors lean one way or another in
terms of the action they take.

How about if your investment portfolio is down 15% today, what would you do?

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When portfolio performance is down, investors lean one way or another in
terms of the action they take.

If you were given $10,000 that you had to invest, what would you do with it?

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Evaluating how you’d use money that wasn’t accounted for is a great
indicator for your investment profile.

When you hear the word "RISK" what do you most closely associate with it?

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Forgetting specific examples, an unhindered reaction to the word ‘risk’ can point
you in the right direction

What company phase do you prefer to invest in?

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Investors typically evaluate how far along a company is
before investing.

Are you currently working with a financial advisor, or have you before?

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This provides more input to your profile on your prior background.

What’s most important to you in your investments?

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Two of the main components of investing include the return
and the reason behind the investment.

Would you like to invest in local companies (in your city or state)?

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Many investors love the opportunity to invest in local companies

What’s your zip code?

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Many investors love the opportunity to invest in local companies

Select all the business sectors that interest you:

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Based on your interests and profile, we’ll be able to show you investment
opportunities that match.

Select any of the following causes that could influence your likelihood to invest:

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Many investors select investment opportunities that tackle vs. align with a cause that’s important to them.

What is the maximum you’d like to invest?

<$100
$1M
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You can change this when the time comes, but some investments have a minimum amount, so we'd like to share relavant opportunities.