Financial Consulting

Our services also include analysis of an individual’s investment portfolio without engaging our firm in the preparation of a financial plan or portfolio management on an ongoing basis. This type of request typically focuses on one or more of the following questions:

  • Is the mix of mutual funds reasonable given economic and market conditions?

  • Has the performance of each fund been favorable when compared to similar mutual funds?

  • What is our assessment of overall portfolio risk and volatility?

  • Do we recommend replacing one or more funds with better funds?

  • How has the portfolio performed over the last 5 or more years and is this performance reasonable?

For this service we typically charge an hourly rate.