Every investor is unique. That's why reading a client’s needs and creating a portfolio to meet their goals is the hallmark of a great advisor. And we just made your job a little easier!

Using the Risk Number® as a guide, we highlighted four types of investors we encounter day in, day out. For each type, we’ve included:

  • The qualities they look for in their financial advisor

  • Investment strategies that play to their strengths

Ever said, “I wish these clients had a playbook”?

Well—have four!

4 Types of Investors


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