Manage Investments
Want to play a more active role in managing your investments? We can help.
Find information on diversifying your portfolio, conducting your own research, and working effectively with a registered investment advisor.
How to Choose an Investment Advisor
Why is Registration Important?
Be sure to check your investment advisor’s registration status and understand what it means.
Titles & Designations
Know your investment advisor’s experience and expertise to better understand what they can do for you.
More Resources
Investor Guide
Investor Personality Quiz
Investment Fee Quiz
Test Your Risk Tolerance
Investment Fee Calculator
