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How do you manage your investments - Survey
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13
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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
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2
Where do you hold your investments?
Pershing
Fidelity / National Financial Services
TD Ameritrade
Robinhood
Employer Retirement Plan (401k, 403b, SIMPLE IRA)
Not Listed
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3
How would you describe your investment philosophy?
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4
How would you describe your investment selection process.
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5
How do you calculate and evaluate your investment risk?
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6
What is the best investment you have ever made?
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7
Do you think your best investment was a result of a great process or luck?
Luck
Great investment selection process
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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
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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
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10
Would you like a review of your current investment strategy?
YES
NO
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11
Name
First Name
Last Name
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12
Email
example@example.com
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13
Phone Number
Area Code
Phone Number
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