Portfolio Review

Portfolio Review

We design investment portfolios and monitor performance based upon [Request a Portfolio Review] empirical data, interviews with fund managers and macroeconomic factors such as interest rates, inflation and the geopolitical climate.

Each portfolio is reviewed quarterly and it’s risk is compared to each client’s individual risk, as determined by questionnaire. Adjustments in the weighting of the portfolio may be made, and occasionally we may contact you to discuss making changes to the individual funds.

We distil approximately 5000 mutual funds available to us down to fewer than 50 that we recommend. These funds are the best of class, considering performance, risk, and consistently competitive returns.

New clients frequently request a review of their investment portfolio prior to transferring the management of their assets to us. We are pleased to conduct such reviews, and provide both a risk/return assessment, and recommendations for changes to their portfolio, again based upon their completion of a risk questionnaire, and a empirical review of the performance and risk of the holdings. Such reviews are prepared on a complementary basis.

If you would like us to conduct a complimentary and independent review of your current holdings please Call Us or email us today!

Mutual Funds provided through Assante Wealth Management

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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