A Portfolio Analysis

 Aligning Your Goals with Your Investments

The Review Can Include All of Your Accounts: 401(k), IRA, 403(b), Annuities, Brokerage Accounts, Mutual Funds, Stocks, Bonds

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

Sample Proposal Report (PDF 32 Pages)

A Portfolio Analysis