Investment objectives vary from one investor to another. Some clients are focused more on building assets, while others look to preserve what they’ve already amassed. As your life changes, so too do your investment objectives. With so many investment strategies available to investors today, having an experienced, steady hand to help guide you as you move through phases of your life can make all the difference.
CREATIVE develops investment strategies for clients across generations, including:
- Baby Boomers, focused on preserving wealth as they retire or approach retirement
- Gen X, who tend to combine accumulation and preservation objectives
- Gen Y and millennials, as they begin their investment planning