An investor profile calculator is an integral part of personal financial planning. Identifying the investor’s goals, time horizon, liquidity needs, and risk aversion, will help to determine suitable investments and an appropriate investment strategy for that investor.
An Investor Profile calculator, along with meaningful thought and discussions about their investing history, will provide useful context to financial professionals when creating a financial plan.
Advisors review the investment profile, risk tolerance and financial goals to guide you and build and maintain a personalized financial plan. This knowledge and best practise is one of many valuable services that financial professionals provide.
Related infographics include:
• Value of Advice infographic
• Investment Success infographic
• Financial Planning Process infographic