Investment Portfolio Review
An Investment Portfolio Review is an examination of your investments to discover and fix any weaknesses that are robbing you of the performance you need to achieve your financial goals. The benefits of an Apropos Investment Portfolio Review may include:
- Clarification of the financial goals you are investing to achieve
- Improved diversification to minimize risk
- Goal driven asset allocation and investment selection
- Maximization of after-tax wealth by minimizing lifetime taxation
- Reduction of investment expenses that erode performance
- Simplification – asset consolidation, elimination of overlapping holdings
- Optimized asset location across investment vehicles (IRA’s, 401K’s, 403B’s, annuities, taxable accounts, etc.)
Our investment advice will be 100% tailored to your unique circumstances and needs.
Investment portfolio review deliverables include:
- A report that specifies our investment recommendations
- A detailed technical report about the recommended portfolio that shows how it has performed historically among other things
- Answers to all your questions about what we’ve recommended to you
- A detailed and ordered Action Plan to guide your implementation of our recommendations
- Where appropriate, partially pre-filled forms you can use to implement our advice
These deliverables will be thoroughly explained to you in a presentation meeting.
The amount of time needed to conduct the IPR, and therefore the cost of this service to you, will vary depending on the number of different goals you are pursuing, the number of investments (stocks, bonds, mutual funds, ETF’s, etc.) you currently own and the number of different investment vehicles (401K’s, IRA’s, annuities, 529’s, etc.) used in the current portfolio. You will be provided with a guaranteed fee estimate at the end of our complimentary Get Acquainted meeting.