Cason wants to diversify his investment portfolio. Cason is an experienced investor that reads a lot online already. He thinks having personalized support is his next step. Which option is best for Cason?
Select a response.
– Continue making his own choices in his limited time
– Hire a Financial Advisor
– Sign up for a robo-advisor service
– Ask his friends about their investment choices
The best option for Cason is to Hire a Financial Advisor.
Since Cason is an experienced investor but is looking for personalized support to diversify his portfolio, a financial advisor can provide tailored advice, strategies, and insights based on his specific goals and risk tolerance. This one-on-one guidance will be more beneficial than simply continuing on his own, relying on friends, or using a robo-advisor, which offers less personalized service.