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.