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.