When investing, it is often beneficial to you work with a professional who aligns with your financial values. As a female financial advisor, you may wonder if I handle investments differently from a male advisor. While I'd enjoy sitting down with you to discuss your investment goals, my experience and my perspective, I thought I'd also take this opportunity to present findings regarding the differences between men and women investors.
A study conducted by Spectrem Group, a consulting and research firm, revealed that roughly 30% of the 1,277 high net worth females interviewed across the U.S. desired the hands-on approach when investing their money compared to approximately 40% of the 1,875 high net worth males who participated in the study. Women investors were also less likely than men to:
Further, the study revealed that men are less conservative investors than women.
Another investment area in which men and women differ is seeking a financial professional's insight. In Spectrem Group's study, women were slightly more likely than men to turn to an industry professional for regular consultations and targeted advice.
No matter your advisor's gender, you deserve to work with one committed to taking exemplary care of you and your investments. Schedule a consultation today to learn more about my services and my financial planning approach.