Wealth Market Reports

Primary Objective of Portfolio

Primary Objective of Portfolio is a two-part study which determines the primary focus of an investor’s portfolio (from the choices of Growth, Income or Security) and determines the strategy they use to achieve those goals (Active, Conservative and Passive are three such examples). The accumulated data is segmented by age, investment knowledge and advisor dependency, all factors that go into deciding the primary goal of investments and how investors reach that goal.   

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Primary Objective of Portfolio