How do you manage your investments

1

How do you manage your investments?

I manage my investments on my own / self directed

I work with an investment advisor / financial advisor

A family member manages my finances

I'm interested in starting to invest

2

Where do you hold your investments?

Pershing

Fidelity / National Financial Services

TD Ameritrade

Robinhood

Employer Retirement Plan (401k, 403b, SIMPLE IRA)

Not Listed

3

How would you describe your investment philosophy?

4

How would you describe your investment selection process.

5

How do you calculate and evaluate your investment risk?

6

What is the best investment you have ever made?

7

Do you think your best investment was a result of a great process or luck?

Luck

Great investment selection process

8

Do you know how much money you need to save to meet your investment goals?

No

Yes

I review this question regularly with my financial advisor

I have an idea but not exactly

I'm looking for help with this question

9

How do you calculate the expected rate of return on your investments?

I base my future expected returns on historical averages

I use expected returns provided by my investment professional

I use an expected return given to me by a non-professional source or personal finance book

I do not know the expected return of my investments

10

Would you like a review of your current investment strategy?

YESNO

11

Name

First Name

Last Name

12

Email

example@example.com

13

Phone Number

Area Code

Phone Number