Portfolio Review & Optimization
What My Personalized Portfolio Review Will Do For You
Get a Customized Asset Allocation
I tailor the distribution of your portfolio across various assets, taking into account volatility, risk tolerance, and your investment goals.
Reduce Fees
Identifying opportunities to minimize investment fees, enhancing your portfolio's net growth.
Ensure Risk Compatibility
Ensuring your portfolio matches your risk appetite, balancing growth with peace of mind.
Create a Custom Tax-Reduction Strategy
Custom plan to reduce your tax burden over your lifetime with the right types of investments and brokerage accounts.
Optimize Diversification
Reviewing and adjusting your portfolio's diversification to fit your appetite for risk while safeguarding your assets from volatility.
Design a "Core & Satellite" Portfolio
Maximizing the benefits of owning high quality individual investments alongside diversified funds. (Optional Strategy)
Answer Your Money Questions
During our 90-minute call, I'll answer any questions you have to make sure you have clarity on your investing strategy.
The Investment
$2,500
What’s Included in Your Portfolio Review
Comprehensive analysis of your current investment strategy
Risk assessment and portfolio diversification review
Asset allocation recommendations
Tax efficiency evaluation
Investment fee analysis
Specific action items to optimize your portfolio
Our Review Process
Initial Review
We'll analyze your current portfolio structure, investment strategy, and overall financial goals.
Risk Assessment
Evaluate if your current risk level aligns with your goals and comfort level.
Optimization Strategy
Develop specific recommendations to enhance your portfolio's performance and efficiency.
Implementation Plan
Create a clear action plan for implementing recommended changes.
Ready to Optimize Your Portfolio?
Schedule your comprehensive portfolio review today and take the first step toward optimizing your investments.