What's Your Investor Personality Type?
This short quiz introduces a different way of thinking about investing behavior: personality. It's built on the "Big Five" personality traits — extroversion, agreeableness, conscientiousness, emotional stability, and openness to experience — a framework used widely in psychological research. Your answers place you into one of five investor types, each with its own strengths, blind spots, and practical takeaways for working with a financial advisor.
It only takes about two minutes. Here are the five types you might land in:
Tell us a little about you
We'll use this to send you your results and to place you correctly on the age-based comparison chart. We never share your information outside our firm.
The Quiz
For each statement, choose how much you agree or disagree. There are no right or wrong answers — just answer as you honestly see yourself.