My Investment PlannerSM

Identify Investment Style


Your investment style is based on a number of factors including:

  • Target retirement date
  • Personal goals
  • Tolerance for risk

My Investment PlannerSM, powered by Wilshire, takes you through a questionnaire that can help you identify your:

  • Investment style
  • Asset mix
  • Investment options

It is always good to periodically revisit the My Investment PlannerSM to review your investment decisions.


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