constrained investor


constrained investors

The best retirement income solution for America's millions of


Constrained Investor is Wealth2k's proprietary retiree investor segmentation construct. It helps financial advisors better serve retirees who need an investing strategy that blends at-risk and safe investments, and focuses on "outcomes" more than "probabilities."

Wealth2K, Inc.

75 Arlington St. Suite 500, Boston, MA 02116  

Email:  Call: 781-989-5200


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The Income for Life Model, HumanRobo  and Constrained Investor are registered trademarks of Wealth2k, Inc. Timing Risk and UpSellerate are trademarks of Wealth2k, Inc.