If you're a hands-on investor who's comfortable making your own investment decisions and feel confident that you can build a diversified asset allocation strategy1, then you probably can select and manage your own investment portfolio.


Consider these steps to GET STARTED

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Step 1

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

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Step 2

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

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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.