Investor Assessment

The assessment below is designed to provide you insight into your own investing process and give IOI an understanding of where you are in your investing journey.

Your responses will be recorded and one of IOI’s principals will send you a personalized email containing:

  • your IOI Investor Assessment results
  • what your answers tell us about your investing process’ strengths and challenges
  • a personalized plan for how IOI might help you and a way we can follow up together

In this way, we can work with you to ensure that IOI’s methodology is a good fit for your style, problems solving approach and long run investing interests.

Please answer each of the following questions as truthfully as possible so that we can be sure to provide you the best possible investor education experience.


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