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question 4 of 6
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
Cason is an experienced investor but wants personalized support. A financial advisor provides personalized investment advice. Continuing to make his own choices doesn't give the personalized support he wants. A robo - advisor is automated (less personalized). Friends' choices may not be suitable for his portfolio.
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B. Hire a Financial Advisor