CIAL Behavioral Investor Type Assessment

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Have you earned the majority of your wealth in your lifetime? *

Have you risked your own capital in the creation of your wealth? *

Which is stronger: your tolerance for risk to build wealth or the desire to preserve wealth? *

Would you prefer to maintain a degree of control over your investments or prefer to delegate that
responsibility to someone else?

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Do you have faith in your abilities as an investor? *

If you had to pick one of two portfolios, which would it be? *

Is your wealth intended to purchase your current lifestyle or are you motivated to build wealth at the
expense of lifestyle?

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In your work or personal life, do you generally seek, need, or require the approval of someone else
(such as your immediate supervisor or mentor) or do you look to yourself to assess how well you are
doing?

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Are you income motivated or are you willing to put your capital at risk to build wealth? *

Do you believe in the concept of leverage or do you prefer to limit the amount of debt you owe? *