What impacts Investment Strategy?

TYPES OF EMOTIONAL INTELLIGENCE

The manifestation of an individual’s EQ is an underlying representation of their belief system. People strive to bring certain things to life based on their hopes and dreams. They also make financial decisions according to these aspirations. It’s the “why” behind what we do in life, whether we recognize it or not.

To understand how EQ impacts investing strategy and behaviour, it’s imperative to comprehend the physical manifestations of our beliefs about decision making.

This is best understood through the seven EQ investor “avatars,” each with unique behaviour and personality traits.

What's your Investor EQ?

 TheGIVER

Givers live to give to others.

They contribute however they can to the greater good. Although they don’t need to be the initiator of a cause, nor be in the spotlight, they relish participating in a cause and offering service.

Givers become energized when they contribute, give money to charity, or invest in ethical or sustainable portfolios.

The CONNECTOR
The PROBLEM SOLVER
The INNOVATOR
The PERFECTIONIST
The REBEL
The MASTER

Our Principles​

Trust

Family Minded Community

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Long-term Outlook

Aligned Incentives

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