What are the 5 Investment Portfolio types?



The 5 Investment Portfolio Types explained.

Jonathan Bayes, Chief Investment Officer at Prime Financial Group.


It goes without saying that every client is individual and treated as such, but Prime Financial Group tend to consider investors across 5 typical portfolio types.


Model or template portfolios we start with fit a Conservative, Moderate, Balanced, Growth and High Growth investor.


WATCH the Video below to LEARN MORE.


Investment Portfolio Types: What are they? from Prime Financial Group on Vimeo.


Related Post: Understanding Investment Advice


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About the Author:

As the Chief Investment Officer (CIO) for Prime Financial Group, I work closely with the national advisory team, high net worth individuals, family groups and Prime’s broader accounting network to provide considered and pro-active investment advice.