Investment Portfolio Review

Investment Portfolio Review

Our Portfolio Review Service Does Not Require Moving Your Accounts or Selling off All Your Holdings Forcing Tax Consequences

We gather information about your goals, risk tolerance, time frame for access to your funds and tax situation. We then review your current holdings and recommend changes to your portfolio.  You follow through by reviewing our recommendations and placing trades.

The portfolio review is offered as an addition to a financial plan or as a stand-alone, annual or semi-annual service.

We are different in that we do not force clients into one of several portfolio models requiring  you to sell off all existing holdings.  Our recommendations will consider your existing holdings and the tax consequences of making changes to individual positions. As part of this process, we include the following steps:

  • Arrive at a target asset allocation based on your risk profile, as determined by your response to questionnaires, information you provide and discussion.
  • Review and advise on investment positions in your current portfolio.
  • Make recommendations for no-load mutual funds or exchange traded funds to bring your portfolio within a range of the target allocation.