The "Select Portfolio Planning Option" screen is available after the Investor Profile questions have been answered. The Credential Investor Profile that best matches the client situation is recommended. The recommended profile is displayed when the screen opens but other profiles can be selected and discussed as options with the investor if desired. There are 6 Investor Profiles in the drop-down list:
Safety
Income
Income Growth
Balanced
Growth
High Growth
Note: If you choose to continue with an Investor Profile other than the one that has been recommended, the portfolio allocation will not match the basic portfolio structure determined by the Investor Profile questions.
Each Investor Profile provides:
The portfolio allocation for the profile
Portfolio profile characteristics
Portfolio options