Amount of $ to be invested?

Qualified or Non-Qualified?

Does the investor have objections to owning Alcohol, Tobacco or Firearms companies in your portfolio?

Does the investor want a portfolio that is similar to the market's trends for gains and losses?

Does the investor want…?

Trading costs are unavoidable - Which type of trading costs does the investor prefer?

Does the investor prefer a portfolio that is concentrated on our best ideas, a portfolio that will respond to market movements, or a portfolio focused on current income?

Does the investor you want to limit your interest rate exposure?