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Investor Profile Questionnaire

A 12-question assessment that maps your goals, time horizon, capacity, and behavior to one of five investor profiles — and our recommended five-sleeve allocation.

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Your Investor Profile

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Equity
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Fixed Income
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Alternatives
Five-Sleeve Allocation
How we'd structure the portfolio across our investment framework.
Market Beta
Low-cost passive index exposure — the core return engine
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Active
Active managers in inefficient markets where alpha is achievable
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Tactical
Dynamic positioning around market dislocations and macro themes
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Alternatives
Real assets, private credit, and uncorrelated return streams
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Fixed Income & Cash
Bonds and cash equivalents for stability and income
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This questionnaire is provided for illustrative and educational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Investor profile assignments are based solely on the responses provided and do not reflect a complete analysis of your financial situation. The five-sleeve allocation framework is an Independence Square Advisors construct; actual portfolios are constructed and rebalanced based on additional considerations including tax situation, account type, existing holdings, and current market conditions. All investing involves risk including loss of principal. Past performance does not guarantee future results.

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