The Portfolio Series Process
1 |
Identify your investment objectives | Use the Portfolio Series Investor Profile Questionnaire to help you consider your investment objectives, risk tolerance and investment horizon. |
2 |
Select Portfolio | With the help of your financial advisor, determine which of the seven portfolios is appropriate for you, based on your questionnaire score and discussions. |
3 |
Implement IPS and conduct purchase |
Your financial advisor will generate the Investment Policy Statement to reflect your profile. |
4 |
Monitor progress |
CI makes monitoring and rebalancing easy:
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