S&P 500

1.25%

NASDAQ

0.47%

DOW

0.83%

AAPL

2.15%

GOOGL

1.23%

MSFT

0.95%

AMZN

0.32%

TSLA

3.45%

S&P 500

1.25%

NASDAQ

0.47%

DOW

0.83%

AAPL

2.15%

GOOGL

1.23%

MSFT

0.95%

AMZN

0.32%

TSLA

3.45%

S&P 500

1.25%

NASDAQ

0.47%

DOW

0.83%

AAPL

2.15%

GOOGL

1.23%

MSFT

0.95%

AMZN

0.32%

TSLA

3.45%

S&P 500

1.25%

NASDAQ

0.47%

DOW

0.83%

AAPL

2.15%

GOOGL

1.23%

MSFT

0.95%

AMZN

0.32%

TSLA

3.45%

Investment strategies for everyone

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Find your investment persona

Choose the archetype that fits you best. We tailor your plan to your risk tolerance, horizon and interests.

Passive Pioneer

Passive Pioneer

You’re the zen master of investing—calm, composed, and effortlessly effective. You trust in the power of the markets over time and avoid getting caught up in the noise of daily trading. You believe in letting your investments work for you, rather than constantly adjusting your portfolio. ETFs and diversification are your tools of choice, allowing you to take a hands-off approach and enjoy the ride.

Cautious Guardian

Cautious Guardian

You’re the protector of your financial future. You approach investing with deliberation and vigilance, prioritizing stability over rapid gains. You value predictability, low volatility, and a strong sense of control. You’re not against growth—you simply want to grow in a way that minimizes unpleasant surprises and safeguards your long-term goals.

Steady Builder

Steady Builder

You’re the master builder of wealth, crafting your financial future with precision and patience. You’re not swayed by market noise or fleeting hype—you see investing as a marathon, not a sprint. Calculated and disciplined, you focus on solid, time-tested opportunities, but when the right moment arises, you’re not afraid to take a bold step forward. Like an architect, every decision is deliberate, every move intentional.

Ambitious Visionary

Ambitious Visionary

You’re like a rocket scientist with big dreams and an eye on the stars. You don’t settle for small wins—you want to transform your investments into a game-changing legacy. Bold, creative, and driven by innovation, you chase the next big thing—be it a groundbreaking tech company or a visionary startup. For you, investing isn’t just about money; it’s about shaping the future.

Ethical Shaper

Ethical Shaper

You’re an investor with a mission—profit with a purpose. You believe money should be a force for good, not just a tool for wealth accumulation. You prioritize ethical investments, focusing on green energy, fair labor practices, and companies that champion sustainability and social responsibility. Every dollar you invest aligns with your values, reflecting the change you wish to see in the world.

Data-Driven Strategist

Data-Driven Strategist

You’re the analyst in the investment world. You rely on facts, evidence, and statistical reasoning to guide decisions. Emotions don’t influence your strategy—you follow structured, research-backed methods and systematic processes. You trust numbers over narratives and prefer strategies validated by history and academic research.

Legacy Architect

Legacy Architect

You invest with purpose, vision, and responsibility. You’re not chasing quick wins—you’re building something that lasts for decades. You care about generational wealth, long-term stability, and the strategic preservation of your capital. Patience is your superpower. You see investing as a blueprint for the future you want to leave behind.

Opportunistic Speculator

Opportunistic Speculator

You thrive on action and seize opportunities when the market presents them. You embrace volatility and markets in motion, acting quickly but strategically. You’re comfortable taking calculated risks, exploring emerging trends, and betting on short- to mid-term opportunities with high upside potential.