Objective - it is when an investors information from is used by
registered it in an investment advisors and other asset managers that
aids in determining the optimal portfolio mix client. In the ways of
adding more current income form an investment plan or a capital appreciation.
An investment objective survey may come in the form of a questionnaire,
where an investor will be asked different questions on there investment
style. Some of there question could be current liquid and net worth,
risk aversion, investing time horizon, income levels or expense levels,
plans for leaving in a will or charitable contributions, and or the
restrictions on security selection.