Risk Profile : Investing Observer

Observer investors prefer simplicity, stability, and consistency.

There is little desire to take on too much risk—it’s better to aim for slow and steady returns over time.

• Oberver investors are conservative, and don’t need flashy or high-risk investment options.
• Investment portfolios should be overweight to fixed income securities, with limited exposure to a broadly diversified, high quality set of stocks.
• Active trading should be limited in favor of buy-and-hold, with low annual portfolio turnover.
• Long-term goal of capital preservation, with income generation a higher priority than growth.

INVESTLOGIC  Potential Investment Solutions

An Observer conservative portfolio should have a fixed income allocation that matches the investors risk tolerance.

Liquidity, quality, risk controls, and income are key features and may include the following:

• Fixed Income can provide exposure to a diversified, actively managed portfolio of bonds.
• Preferred securities give investors access to a predictable income stream
• Dividend yielding invests in high-quality dividend-paying stocks with a focus on both income and growth.

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