Here are steps to help you build a diversified asset allocation strategy.


Follow these steps to GET STARTED

blue clipboard

Step 1

Take the Investor Profile Quiz to help determine whether you are a conservative, moderate or aggressive investor.

percent symbol

Step 2

Discover sample asset allocation strategies from your results of the Investor Profile Quiz in step one.

green icon of clipboard

Step 3

Choose your investments based on your desired asset allocation strategy.


1Using asset allocation or diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets.