How you invest depends on a number of considerations, including how much time you have, how much involvement you want in the day-to-day management of your investments, and, just as importantly, the complexity of your financial situation. Understanding the type of investor you are can help you determine what type of investment approach is best suited for you that reflects your comfort level and your financial goals.

Full guidance

If you prefer to rely on a professional to help make investing decisions or if you have more complex financial needs, a Financial Advisor can help you craft and execute an investment plan. They can also keep you updated on how your portfolio is performing and make adjustments as necessary.

Digital investing with advice

Robo-investing provides digital investing with smart technology to recommend a portfolio that fits the investor's preferences. Typically, a portfolio is determined based on the information submitted by the investor. These types of accounts, like Intuitive Investor, complement these digital investing services with the benefit of talking with a Financial Advisor.

No guidance

If you prefer, you can be self-directed investor, investing independently without a Financial Advisor. In addition to conducting transactions, this approach requires more confidence and a grasp of market factors that could impact your investments. If you don’t feel you have the necessary knowledge or time to be a self-directed investor, you might be more comfortable working with a Financial Advisor.

Once you know the level of guidance you’re looking for, you can begin to determine what type of help you may need and the investment strategies you want to implement.