Kensington Robo – Investing Made Easy

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Step 1

Tell us your...

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Step 2

Tell us what kind of investor you are...

How many years until you retire?

What percentage of your retirement account do you expect this to be?

If the market declines by 20% what would be your reaction?

When you hear "risk" related to stocks what comes to mind?

Which best describes your current target portfolio?

Aggressive Text

Based on your answers, we've determined you are an Aggressive Investor

The highest risk category, involving speculative investments such as small-cap stocks, emerging markets, or cryptocurrency. It suits those who are focused on maximizing returns and are comfortable with substantial fluctuations in value.

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Growth-Oriented Text

Based on your answers, we've determined you are a Growth-Oriented Investor

A step up in risk, this category emphasizes stocks and other equity-based investments. It’s aimed at investors willing to take on higher volatility for potentially greater returns.

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Balanced Gauge text

Based on your answers, we've determined you are a Balanced Investor

Positioned right in the middle, this option includes a mix of equities and fixed-income securities. It’s designed for those who are comfortable with moderate risk, seeking a balance between growth and security.

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Cautious Text

Based on your answers, we've determined you are a Cautious Investor

Still low-risk, but with a bit more room for growth. This category might include fixed-income securities and bonds with low volatility, appealing to investors who are slightly risk-tolerant but still prefer stability.

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Conservative Text

Based on your answers, we've determined you are a Conservative Investor

This category represents the least risk. Investments here are generally stable, with predictable returns. Suitable for investors who prioritize capital preservation over high returns.

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Click the "Updated" option below to reveal what type of investor you are. If the investor type displayed above does not change when you click "Update" then the correct investor type is already showing.

Update

Based on the comparison chart below, which service is the best fit for you?

KIC Robo KIC full service comparison chart

Do you have a Schwab Rollover IRA account?

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Your Investment Journey, Simplified

Rolling over your 401k to an IRA with KIC Robo is easy. We take care of the details, so you can focus on growing your savings.

Why KIC Robo?

Ready to Grow Your Savings?

Take control of your retirement with KIC Robo. We’re here to support you every step of the way.

Ready to Get Started?

The content included on this site is for informational purposes only and does not constitute an offer to sell or buy any securities, financial instruments, investments, or services of Kensington Investment Counsel (“KIC”). KIC is not using this site to provide investment or other advice, and nothing on this site should be construed as a recommendation to buy, sell, hold, or make any other decision with respect to any securities, financial instruments, investments, or other services.