Name (LAST NAME of members)

These individuals prefer to avoid risk and focus on preserving their capital.

• Conservative Investors
• Moderate Investor
• Agressive Investor

These investors are willing to take significant risks for the chance of higher returns.

• Conservative Investors
• Moderate Investor
• Agressive Investor

This group seeks a balance between risk and return.

• Conservative Investors
• Moderate Investor
• Agressive Investor

A key element that of investor profile that shows the assessment of how much risk the investor is willing to take.

• Investment Restrictions
• Risk Tolerance
• Time Horizon
• Liquidity Needs
• Investment Experience

A key element that of investor profile that shows the investor's familiarity with investment products.

• Investment Restrictions
• Risk Tolerance
• Time Horizon
• Liquidity Needs
• Investment Experience

A key element that of investor profile that shows the investor's assessment of how quickly the investor may need to access their investments

• Investment Restrictions
• Risk Tolerance
• Time Horizon
• Liquidity Needs
• Investment Experience

A key element that of investor profile that shows the investor's any personal or ethical restrictions on investments

• Investment Restrictions
• Risk Tolerance
• Time Horizon
• Liquidity Needs
• Investment Experience

A key element that of investor profile that shows the length of time the investor plans to hold investments before needing to access the funds

• Investment Restrictions
• Risk Tolerance
• Time Horizon
• Liquidity Needs
• Investment Experience

These are reports compiled by businesses that detail the company's financial activities and health.

• Financial Reports
• Financial Statements
• Financial Analysis
• Financial Plan