CPI
Client Preference Indicator
Program © 2012 Regenesis, Inc.

What qualities and Characteristics Are Descriptive of me as an Investor/Trader

Instructions:
Please complete the first three fields indicated below (an entry into all fields is required), then indicate the words that best describe the way you perceive yourself and the characteristics you look for in an investment professional.
You must check at least 25 words in both the Personal and Investment Professional profile groups (you may select more in either group, if desired).
When finished, please click the Submit button at the bottom of this page.

Last Name:

First Name:

Email Address:

How I would describe myself...
(Select at least 25 [or more] words from the following group)

Apologetic
Fearless
Restrained
Go-getter
Risk taker

Conformist
Careful
Detail oriented
Bold
Methodical

Patient
Caring
Receptive
Deliberate
Nervy

Compliant
Systematic
Charismatic
Speculative
Hi flyer

Courageous
Stimulating
Cautious
Inspiring
Charger

Low key
Intensive
Cuts losses
Contrarian
Reserved

Tolerant
Fatalistic
Persuasive
Strong ego
Big hitter

Daring
Initiator
Practical
Law abiding
Dynamic

Dutiful
Suspicious
Wheeler/dealer
Audacious
Conservative

Opportunistic
Thorough
Over confident
Aggressive
Indecisive

(Total Personal Preference words selected so far: 0 )

Characteristics I would prefer in an investment advisor...
(Select at least 25 [or more] words from the following group)

Conservative
Detail oriented
Bold
Skeptical
Daring

Restrained
Go Getter
Conformist
Audacious
Nervy

Cautious
Risk taker
Decisive
Enterprising
Calm

Compliant
Systematic
Charismatic
Courageous
Enthusiastic

Prudent
Dutiful
Practical
Law abiding
Speculative

Contrarian
Reserved
Big hitter
Suspicious
Wheeler/Dealer

High Flyer
Methodical
Apologetic
Fearless
Deliberate

Open
Benevolent
Humble
Charger
Low Key

Intensive
Initiator
Flexible
Innovative
Opportunistic

Exciting
Analytical
Careful
Perfectionistic
Fearful

(Total Investor Preference words selected so far: 0 )

When you are finished, please click the button below to complete your survey.

By HirMon & Associates

Instructions: Please complete the first three fields indicated below (an entry into all fields is required), then indicate the words that best describe the way you perceive yourself and the characteristics you look for in an investment professional. You must check at least 25 words in both the Personal and Investment Professional profile groups (you may select more in either group, if desired). When finished, please click the Submit button at the bottom of this page.
	Last Name:
	First Name:
	Email Address: