Investment Portfolio Audit Services

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

You want to ensure that your hard-earned money is being invested wisely, but not every investor has the bandwidth to keep a close eye on the inner workings of their portfolio. This is where Chicago Partners Wealth Advisors investment portfolio management services come into play. Our advisors have the knowledge and experience necessary to provide you with a wealth management audit that focuses on understanding which elements of your investment portfolio are worth holding onto and which are creating a drag on your returns.

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. As a fiduciary, we leverage our experience working with other high-net-worth investors, corporations, foundations, institutions, and family offices to build custom and personalized portfolios focusing on our clients’ best interests.