Portfolio Reviews

Free of charge, we analyze portfolios of assets not managed by us. We look for inappropriate concentrations, unwanted risks, value traps, products with hidden sales charges, and other ungainful holdings. We assess upside versus downside potential, often with suggestions for improvement.

Clients often have us review their employer-provided plans as well as portfolios of family members. But we offer this service to non-clients as well.

If interested, contact us.