Calling All Investor Types

Some investors are the do it yourself type and manage their accounts with minimal assistance from a financial advisor.  Other people are eager to have an advisor manage their investments for them.  Whatever type of investor you are, no single investor knows everything about the stock market.  Even from time to time, knowledgeable investors ask for advice.

Working with a financial advisor can benefit both types of investors.  An advisor is a resource for what you may not know about your investments, other types of investments or additional information you may need to make an informed decision.  Working with an advisor doesn’t mean you have to hand over control of your finances.  Always be upfront about you expect from working with an advisor.  Open communication is essential for both parties to understand what the preferred way for you to receive investment advice.

The best way to avoid problems is to understand what type of investor you are through your investor profile.

Your Investor Profile or style is determined by:

Objective Traits – Personal or social traits such as gender, age, income, family, even tax situation

Subjective Attitudes – Part of the emotions and beliefs you have

Balancing Risk vs. Reward – Are you able to tolerate more significant risk to have a greater reward or prefer less risk and are content with a reasonable return?

Area of Focus – The types of investments (ex. stocks, bonds) and sectors of investments (ex. Technology) in your portfolio.

Investment Strategies – Help to shape your investor profile by the types of investing you prefer (ex. ethical, growth, index)

Valuation Methods – Help to develop your investor profile through valuation methods (ex. Fundamental analysis, technical analysis, quantitative analysis).

I can help you with specific accounts, or help with your entire portfolio.  It’s really up to you, and you always have choices.

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