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Stableford Capital Insights
Explore the latest market updates, company news, and helpful resources from your Stableford team.
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The 4 Dynamic Investor Profiles: Which Are You?
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Andrew Brinkman
Based on positive psychology, four investor profiles have been identified to answer the “why” of how people invest. Utilizing these financial personalities can help investors target their portfolio toward more personally satisfying investments. Professionals in the investment field, like those at Stableford Capital, can also use these investor profiles to craft portfolios that better serve their clients.