1. Investor Profile
Everyone is different. There is no single way to invest, but many. Your personal needs and your risk tolerance will determine the choice of the investment portfolio that can help you achieve your goals.
So, this is the most important step of the advisory process used to determine your portfolio's strategic asset allocation.
Your investor profile is determined by the following parameters:
- Risk Tolerance.
Your advisor will ask you a series of questions to determine your willingness and ability to take risk.
- Investment objective
Your advisor will help you set the investment goal that best suits your needs.
We must identify the time horizon required by your investments to achieve your goals.
- Your eventual need for liquidity during the course of the investment.
- Other tax and legal considerations to be taken into account when designing your portfolio.