Psympl Segment One

You like to minimize risk to your money and prefer
to work with a financial advisor.

You are financially comfortable, and you invest your money. You prefer more stable and less risky investments and would rather protect the money you have than take chances to potentially gain more. You prefer to have an expert, professional financial advisor guide your investments using a safe and predictable approach.

When you work with a financial advisor you trust, you want to be kept up to date on your overall financial performance rather than spending time going over every detail of your portfolio. You also do not feel the need for frequent meetings with your financial advisor, preferring periodic updates as needed.