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What do you mean by investment style?

Beth E

You may have heard terms like “growth,” “income,” and “balanced.” These describe different investment styles based on investor goals and objectives - namely their risk/return profile, and cash flow preference. Another way to think of investment style is - how do I approach investing in light of my goals and objectives.

Here are a few examples:

  • A “growth” client has an objective of capital appreciation, an aggressive risk tolerance and an investment time horizon of greater than 5 years.

  • An “income” client has an objective of generating current cash, a moderate risk tolerance and an investment time horizon of 0-3 years.

  • A client falling in between these two ends, or with multiple objectives, may describe their style as “balanced.”

Last updated: 4 months ago

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