Investments start with a goal in mind – to build up a fund to pay for kids’ education or build a nest egg to secure retirement income are just two typical goals. For this reason, it’s natural for the investment approach of non-professionals to place a greater emphasis on asset growth. But, as assets grow, security becomes a bigger issue. Investment professionals understand how to create the balance between growth and protection – discover why and how they do it.
Based on positive psychology, four investor profiles have been identified to answer the “why” of how people invest. Utilizing these financial personalities can help investors target their portfolio toward more personally satisfying investments. Professionals in the investment field, like those at Stableford Capital, can also use these investor profiles to craft portfolios that better serve their clients.