Investment Management Preferences Survey
Help us tailor your investment experience by sharing your preferences and priorities. Please answer the following questions to the best of your ability.
What is your primary investment goal?
*
Long-term growth
Capital preservation
Income generation
Wealth transfer/estate planning
Other
Which types of investments are you most interested in? (Select all that apply)
*
Stocks/Equities
Bonds/Fixed Income
Mutual Funds/ETFs
Real Estate
Alternative Assets (e.g., private equity, hedge funds)
Other
How would you describe your risk tolerance?
*
Very low
Low
Moderate
High
Very high
How long do you plan to invest before needing access to your funds?
*
Less than 1 year
1-3 years
4-7 years
8-15 years
More than 15 years
Please rate the importance of the following investment priorities:
*
Rows
Not Important
Somewhat Important
Very Important
Socially responsible/ESG investing
1
2
3
Low fees
4
5
6
Personalized advice
7
8
9
Access to digital tools
10
11
12
Tax efficiency
13
14
15
How frequently would you like to review your investment portfolio?
*
Monthly
Quarterly
Annually
Only as needed
Which communication channels do you prefer for investment updates? (Select all that apply)
*
Email
Phone call
SMS/Text message
Mobile app notifications
Web dashboard
How open are you to using AI-driven investment tools and digital advice?
*
Very open
Somewhat open
Neutral
Somewhat resistant
Not open at all
How satisfied are you with your current investment management experience?
*
1
2
3
4
5
Please share any additional comments or preferences regarding your investment management experience.
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