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  • Quiz
  • |
  • Aug 29, 2019

What Kind of Investor Are You?

The quiz below can help you understand how you may view money and what that could mean if you work with a financial professional.

Do you hesitate to make a move or jump quickly when you feel the time is right? Are you a collaborative decision maker or do you trust your own instincts? Understanding how you view investing and money management can give you insight into and more control over your financial decisions.

Use this quiz to help you begin to identify your investor type and get tips on applying this information to help you work more effectively with your financial professional. Be sure to print your results – including how you compare to others – to share with a financial professional so they can get a better understanding of what drives you.

Questions this quiz can help you consider:
  • What is my investing style?
  • How should I work with a financial professional?
  • How does my investing style compare to others?

This quiz is for entertainment purposes. The investor types have been created to reflect typical investor behaviors and are based on internal analysis of numerous studies of and surveys about investor behavior.

This material is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, accounting, or investment advice. It is not, and should not be regarded as, investment advice or as a recommendation regarding a course of action. Brighthouse Financial, Inc. and its subsidiaries did not consider any individual’s circumstances in preparing this information. Clients should seek advice from their tax, legal, and accounting advisors in addition to consulting with a financial professional. In this material, “advisor” or “financial advisor” means a financial professional. To the extent required under applicable law, a financial professional may be subject to various state and federal licensing requirements.