Custom Portfolio Analysis and Proposal

  1. Executive Summary — Overview of the proposal, our firm, and the services we provide
  2. Holdings Summary — present the allocation of your proposed and current investments
  3. Style Analysis — by U.S. equity, international equity, and fixed income
  4. Portfolio Performance Analysis — compare the performance of your current and proposed investments
  5. Fee Analysis — current vs. proposed portfolio
  6. Risk Tolerance Report
  7. Closing comments and items for your consideration

Sample Portfolio Proposal

Get a Free Portfolio Consultation:

Financial Advisor Tim Hayes

Tim Hayes

Investment Advisor Representative

Offices

Boston
39 Braddock Park #5
Boston, MA 02116

Dartmouth
126 Horseneck Road
S. Dartmouth, MA 02748

Phone

(508) 277-5847

Pin It on Pinterest