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Risk Profile Conservative
A Conservative investor values protecting principal over seeking appreciation. This investor is comfortable accepting lower returns for a higher degree of liquidity and/or stability. Typically, a Conservative investor primarily seeks to minimize risk and loss of principal.
A Moderate investor values reducing risks and enhancing returns equally. This investor is willing to accept modest risks to seek higher long-term returns. A Moderate investor may endure a short-term loss of principal and moderate volatility in exchange for long-term appreciation.
Risk Profile Growth
S&P 500 Risk Percentage is below 20%. This indicates your client is very conservative. Personal Portfolio Management isn't designed for this level of risk. Contact our office for other options.