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Do you want to find out if your portfolio is performing as well as it should? Are you comfortable with the level of risk? Do you want a third party objective advice?
We help you answer:
- By studying your current portfolio allocation, we check for the mix between stocks, bonds, and alternatives
- Stress test your portfolio for a market downturn
- Find out non-performing assets
- Measure up tax inefficiencies if any
- Evaluate the cost of your current portfolio
- Submit a detailed report highlighting the pros and cons.
The fee paid for this service will apply for payments due if you decide to hire us later.
Do you have something else in mind, we would like to hear from you.
Lets Get The Ball Rolling
Thank you for reaching out. Please find the available times below that you can schedule a call with us as per your convenience. We look forward to connecting with you.
WHY, HOW & WHAT
To Look For When Hiring A Financial Advisor
Why hire an advisor? Do you understand the ways in which they are compensated? What are the key differentiators? Our simple guide will help you avoid the BIGGEST mistakes.