Do you know your investor personality IQ type?

It doesn’t matter whether you are young and just starting out in your career or getting ready to retire, understanding your level of ‘investment IQ and personality’ can make a big difference in the kind of investment support needed to ensure success in your investments.

Investor IQ Personality | Worth Asset Management | Dallas TX

Three Investor IQ Personality Types

Almost everyone will fall into one of three categories:

  1. Little or no investor knowledge and little interest in learning
  2. Some knowledge but not enough confidence to go it alone
  3. Considerable knowledge but would rather be doing something else

Investor IQ Personality Type 1: New to Investments

Let’s start with investor type number 1. You may have little or no knowledge of the stock or bond market and have a low desire to learn. Perhaps you are an expert in another field and that takes up your time and energy. Perhaps raising a family is your first priority.

The truth is, at some point, you will need to save for your retirement and history has shown that stashing cash under your mattress will underperform over the long run. Your priorities in finding a financial advisor will focus on finding someone that you trust to manage your investments and will talk to you in a manner that you understand.

Investor IQ Personality Type 2: Seeking ‘Hands-On’ Expert Guidance

The second investor type has some knowledge of the investing world but is seeking a coach or a partner to bounce ideas off of before making decisions. Perhaps you need a referee between you and your spouse because one of you is a saver and one is a spender.

A financial advisor that may meet your needs may be someone that is willing to meet with both of you and construct a financial plan that guides you with your spending budget. You may be interested in having a portion of your net worth in your own investment account and the remainder in a managed account.

Investor IQ Personality Type 3: Knowledgeable & Time-Starved

The third investor is the client with extensive knowledge about investing. You may have some experience through your prior career or have handled your own investments in the past.

You may now be at a time in your life that you would prefer to play golf or play with your grandchildren rather than sit in front of the computer all day.

You may also seek out a financial advisor that you trust, talks to you in a manner that you will understand, but that also allows you to have access to your investment information day or night, weekdays, or weekends.

How to Find the Right Financial Support for Your Investment Personality

Start by talking with your loved ones and identifying your investment IQ personality. Once you have identified your needs, you will be in a better position to locate a financial advisor that can meet those needs.

You have the right to ask questions and you have the right to be educated about your financial goals!

Contact us if you would like to discuss your financial goals with a Worth Asset Management Advisor and discuss strategies to protect your portfolio.


About Worth Asset Management

Worth is an independent and diversified financial services company providing a wide range of wealth management services to help clients build wealth no matter where their financial journey begins.

Worth Asset Management is an RIA (Registered Investment Advisor) firm. Expert financial services include retirement planning, asset & portfolio management, and investment management.

Worth Asset Management
16660 Dallas Parkway
Suite 2200
Dallas, TX 75248-6808

Tel: 877-397-7011
jclark@worthassetmgmt.com


Disclosure: Worth Asset Management, LLC is an investment advisory firm whose principal place of business is in Texas.  We may only conduct business in states in which we are registered or qualify for an exemption from registration requirements.  Please realize that this website is provided for informational purposes only and should not be construed as a solicitation to buy or sell a security or the delivery of personalized investment advice.

Worth Asset Management – “Financial Advice Worth Talking About!”

Jim Clark

Jim Clark

I have been managing client's portfolios since 1983 when I moved to the Dallas area. I am a co-founder, managing member, and investment advisor with Worth Asset Management since its inception in 2013. I live in Frisco with my beautiful wife, Julie. We have two daughters who live in Dallas, and we love spending time with them, our son-in-law, and our grandchildren. My hobbies are golf, tennis, and hunting feral hogs that are a real nuisance to area farmers and ranchers.

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