Step 1: Investment Portfolio Audit

Goals & Outcomes

  • Understand the inner workings of your investment portfolio
  • Identify opportunities to optimize investment holdings
  • Minimize portfolio drag and excess expenses
  • Complete a Portfolio X-Ray

The Investment Portfolio Audit helps you and your team develop an understanding of your current portfolio's strengths and weaknesses.

Using this information, we can make strategic decisions on what to keep, what to add, and what to discard to fully optimize your investment portfolio.