Investment Objective
Categories: Index Funds, IPO
Well, we all wanna make money, right? Duh.
That's everyone's overall investment objective, but scratch a little further, and you'll find that everyone's investment goal or objective is a little different. Some people want to make lots of money fast because retirement is right around the corner. Some people want to make money slow because they don't feel comfortable with risk. Some folks want to make money, sure, but want to invest only in ethical companies.
It's a registered adviser's job to figure out how much someone wants to make and how they want to make money with investments. Knowing this stuff helps the adviser choose the right options for their client.