What type of Investor am I?

Just as there are different types of investments, there are also different types of investors. Depending on your investment knowledge, income level and stage in life, you could find yourself investing aggressively or conservatively, and as your investment knowledge grows, and your goals and means change, you may move from one type of investing to the other.

Below are the different investor descriptions and sample asset allocation charts which show how investment portfolios could be structured among the three main asset categories — cash, fixed income and growth — to best meet an investor’s needs. (Note that these examples are suggestions only and will not suit every investor. For help in structuring your investment portfolio, call us at CDSPI Advisory Services to speak with a certified financial planner.)

Click Here to Learn About the Different Types of Investments

Click Here to Learn About Financial Plans

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