No matter your goals, it’s important to know what you’re comfortable with. This will help you determine what kind of investor you are and how you’ll get to your end goal. To get started, you should be able to answer the following:
What is my tolerance for risk?
Up, down, bull, bare. The markets are always changing, and you’ll see it all as you begin to invest. You’ll need to determine how much fluctuation you can weather, and how much risk you’re willing to take on with your portfolio. It’s worth noting that to earn a higher return, you have to be comfortable taking on more risk. Think about where you fall. Are you aggressive? Conservative? Or somewhere in between?
What is my timeline?
When do you need to access your investments? Your timeline reflects the period from now until this time. This is an important factor in determining risk and asset allocation.
How involved do I want to be?
Plugged into the markets? If you enjoy checking out new businesses and researching up and coming opportunities, you might just be a hands-on investor.
Or, do you prefer to spend your time elsewhere, leaving your money in the hands of professionals? You might be a hands-off investor.
Whatever kind of investor you are, we've got an expert team, a plan, and a custom solution to suit your needs. All you have to do is ask.