TITLE TRANSITION Which of these is most important to you in terms of your investment strategy? TRANSITION | Personal Strategies
74%
79%
Diversification
77%
63%
51%
44%
Wealth preservation
51%
60%
39%
44%
Liquidity
26%
50%
47%
36%
Alternative assets
33%
47%
49%
Estate planning, wealth transfer, legacy planning
54%
46%
47%
49% 49%
Tax efficiency
62%
33%
Overall
California
Oregon
Washington
| Respondents could select more than one answer
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