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:

Our investment advice will be 100% tailored to your unique circumstances and needs.

Investment portfolio review deliverables include:

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.