Investor Profiles

Different investors have different investor profiles and tolerance to risk. The following gives a brief overview of the types investor profiles. Your financial advisor will be better able to determine the porfolio that suits your objectives.


Conservative Investor

Stability of principal is very important. Often this type of investor may be retired. There also is a need for a steady current income as well as the need for some growth-oriented investments to help fight inflation.


Moderate Investor

Steady current income is important as well as stability of principal. Often this type of investor has a growing family to support. Investing for the future is essential to help meet obligations such as the children's college costs and retirement.


Aggressive Investor

A higher degree of risk is assumed for the potential of greater than average growth over time. This type of investor is usually just starting out and has enough time to withstand the ups and downs of short-term market cycles.


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