What is a Portfolio Review and Why do I need One?

With our portfolio review, we analyze your individual portfolio holdings, taking into consideration your investment objectives, risk tolerance, and retirement timeline. We then prepare a report and share with you how your portfolio stacks up when it comes to risk, fees, and performance.  Risk, fees, and underperformance, can have a huge drag on your portfolio returns, and they play a large part in determining if your investment portfolio is working as best as possible for you.

A portfolio review is important to investors due to many investors not knowing where their retirement funds are being allocated. To many investors rely on a default Target Date Fund that may be underperforming. Without a portfolio review, which we believe should be conducted annually, investors cannot determine if making some changes would be in their best interest and allow their portfolio to perform better. A portfolio review is an educational process for investors who, at the least, gain knowledge and confidence in their investment choices, and feel better about achieving their financial goals.

Simply fill out the contact form or give me a call to start the conversation.

I look forward to speaking with you!