Portfolio Assessment & Strategy

Whether you’re managing your own investments or already working with a financial planner it’s a good idea to have an objective financial planner - one who is an independent, fee-only fiduciary - review your investment portfolio.

Share your account statements with us and we’ll provide you with a report that shows your portfolio’s:

  • Holdings

  • Asset allocation

  • Stocks analysis

    • Sectors

    • Style

    • Regions

  • Quantitative metrics (your portfolio versus a relevant benchmark)

    • Annualized total return

    • Risk as measured by standard deviation

  • Expenses & fees

    • Investment next expense ratios

    • Asset management fee, if applicable

  • Actions to take after you’ve reviewed the report

This service costs $1,000.