For individuals who want to continue managing their own investments.
Many individuals have accumulated much more money then they ever dreamed they would. They now realize that an investment misstep would be much more costly to their financial health and therefore would like a professional portfolio review.
If you prefer to manage your own investments, yet would like a one time or periodic review of your portfolio by a professional Registered Investment Advisor, the Investment Review Only Service is for you. The fee for this service is a one time fee based not on the total value but on the complexity of your investments, the number of individual stocks, bonds mutual funds etc. that must be analyzed. The fee is determined after our initial meeting. Please call for more details.
WHAT WE DO FOR YOU
Gather All Your Assets In One Report
Most people have many different brokerage, mutual fund, 401k plan statements from different companies and have never consolidated all of their assets in one easy to read report. We meet with you and consolidate all of your information.
Analyze Your Investments
We research each of your investments to help you better understand their current status and future potential.
Categorize Each Investment By Asset Class
We place each asset into it’s corresponding asset class within our report so you can easily see in a pie chart what your current asset allocation mix is. Examples of typical asset classes are municipal bonds, large cap. stocks, small cap. stocks, international stock funds, etc.
Determine Your Portfolio’s Risk/Reward Characteristics
Using sophisticated computer modeling and past performance data for each asset class we give you an idea of the potential risk/reward characteristic of your current investment mix.
Recommend A Portfolio
Based on your time horizon and risk tolerance level we will make a portfolio asset allocation mix recommendation to you. To develop your model portfolio we use sophisticated software with historical performance data. We then utilize portfolio optimization techniques on risk/returns historical data for the different asset classes to build a recommended globally balanced diversified portfolio. Armed with a better understanding of your current portfolio it is up to you to implement the recommended strategy.
Give You A Credit Towards Portfolio Management Services
Upon completion of this service if you decide to have us manage your portfolio we will give you credit toward the fee for our ongoing Portfolio Management Service.
See Portfolio Management Services
See Investment Philosophy