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What is your investor profile?
The first step to take before offering you any investment advice is to determine your investor profile. The question is not whether a particular investment is good, but rather whether it’s right for you! No one should suggest making an investment before determining your investor profile using a recognized professional method.
Your investor profile can be divided into parts that are easier to define separately. Here are the main ones:
- Your personal risk tolerance
- Your investment horizon
- Your age
- Your net worth
- Your income
- Your tax status
Together, these elements make up your “investor profile,” and La Capitale has developed a process to help determine yours in a systematic and professional manner.
To draw up your investor's profile,
make an appointment today!
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