A
AcadiFi
Private Wealth ManagementMedium

A wealth advisor prepares an investment policy statement for Dr. Elena Vasquez, age 58, who plans to retire at 65. She has $4.2 million in investable assets, a defined benefit pension covering 60% of her pre-retirement income, and no dependents. Her primary goal is maintaining her current lifestyle through retirement. Which risk tolerance classification is most appropriate?