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Introduction to Investment Approaches
 
Who makes the investment decisions for your account?
You
You
 An objective investment professional
What type of person is this approach best suited for? If you like to invest your money and leave it alone for very long periods of time If you like to take control of your investments and make changes based on what's happening in the market If you don't have the time, knowledge or desire to manage your investments
What are the advantages of this approach? Requires little ongoing effort Allows you to make wise investment decisions based on what is happening in the market You are not forced into making uncomfortable investment decisions
How often should you visit the site? Every 6 to 12 months, or after major life events, such as marriage Twice per month. Actively Manage Advice is updated on the 15th and the last business day of the month As little or as often as you choose
When do you make investment changes to your account? To rebalance your portfolio or as your risk tolerance changes As market conditions change Investment changes are handled by a professional
  More about Buy and Hold More About Actively Manage More About Manage It For Me

 

If you don't have the time, knowledge or desire to manage your own investments, an investment professional can do it for you. More Information

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