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Unlock investment strategies custom-fit to your unique profile.
Quick and Easy Process
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Find your Risk Profile
Align your investments with your personal risk appetite.
What's your Investment Risk Profile?
Answer a few quick questions to understand your investment comfort zone.
Q1/14
Name
Moderately Risk
Your Risk Profile:
Balanced
A balanced approach to risk and reward, with exposure to both fixed income and equities.
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Types of Risk Profiles
Each investor is unique. Here's a quick overview of the profiles we identify.
Conservative
-
Prioritizes capital protection.
-
Low appetite for market volatility.
-
Ideal for long-term, stable income.
Moderately Conservative
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Seeks steady growth with minimal risk.
-
Mix of fixed-income small equity portion.
-
Prefers consistent returns.
Balanced
-
Balanced approach to risk and reward.
-
Greater equity exposure.
-
Suitable for long-term wealth goals.
Moderately Aggressive
-
Willing to accept higher risk for better returns.
-
Greater equity exposure.
-
Suitable for long-term wealth goals.
Aggressive
-
High-risk, high-stakes strategy.
-
Embraces market fluctuations.
-
Focused on significant long-term capital growth.
Types of Risk Profiles
Each investor is unique. Here's a quick overview of the profiles we identify.
Conservative
-
Prioritizes capital protection.
-
Low appetite for market volatility.
-
Ideal for long-term, stable income.
Moderately Conservative
-
Seeks steady growth with minimal risk.
-
Mix of fixed-income small equity portion.
-
Prefers consistent returns.
Balanced
-
Balanced approach to risk and reward.
-
Greater equity exposure
-
Suitable for long-term wealth goals
Moderately Aggressive
-
Willing to accept higher risk for better returns.
-
Greater equity exposure.
-
Suitable for long-term wealth goals.
Aggressive
-
High-risk, high-stakes strategy.
-
Embraces market fluctuations.
-
Focused on significant long-term capital growth.
