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Advisor Insights

The Four Behavioral Investor Types

The qualities and biases of preservers, followers, independents, and accumulators.

This is the second article in a series focusing on behavioral investor types and intended to help advisors strengthen their relationships with their clients by helping them better understanding clients' financial personalities. Once advisors understand the various investor types at play, they can adjust their advisory approach for each type. 

There are four behavioral investor types. We'll publish case studies over the next several months.