The Financial DNA Discovery Process provides information to assess a client’s Natural Behavior Investment Portfolio Parameters based on their Risk Propensity and Risk Tolerance .
In the following case study, we will follow Chris Coddington’s approach to understanding Frank Butler’s financial personality and determining his Investment Portfolio Group based on his natural behavior.
Click here to view our “Assessing Natural Risk Behavior” case study.
To view additional case studies – click here.
Hugh,
I totally agree with this approach, why??? over the past 2 years i have witnessed that based on short term volatility, a person who can take risk based suddenly beacome defensive investor. This approach solves the clients short term concern and the long term goals based portfolio approach.