Which of these investors might want to choose a human over a robo-advisor?

Question

A.
Marcus is just starting to invest a little from each of his paychecks, so he doesn't have a very large balance but he's ok with his investments having average returns
B.
Hera wants to invest her money and not have to think about making a lot of decisions week to week or month to month
C.
Deron is unsure where he wants to invest and nervous about losing money, so he'd like to learn more about his choices to build his confidence
D.
Kamilah is a big fan of efficiency and would prefer her investment process to be automatic to save her time and wants the lowest fees she can get

Submit

Answer 1

Among the options provided, the investor who might want to choose a human advisor over a robo-advisor is:

C. Deron is unsure where he wants to invest and nervous about losing money, so he'd like to learn more about his choices to build his confidence.

Deron might benefit from the personalized guidance and educational support that a human advisor can provide, helping him understand his options and building his confidence in investing. In contrast, the other investors might find robo-advisors more suitable for their needs, given their preferences for automation, efficiency, and lower costs.