VIDEO: What type of investor are you?

No two investors are alike, but investors do tend to fit into three different archetypes. Comprehensive Wealth Management's President Shilo Lockett breaks down these three investor personalities and offers insight into how we approach these three very different clients.
Investor Type Square Thumbnail
< Return to News

Related Insights

Financial literacy tips for every stage of life
Goals & Planning
Financial literacy tips for every stage of life
Did you know that April is Financial Literacy month? It's a great time to revisit financial and lifestyle goals, pl...
Read More
View All
Ripples

Plan Intentionally

Schedule a complimentary, no-pressure phone call with a CWM financial advisor to learn if our breadth of consulting services and purpose-driven approach aligns with your needs.