Step 1: Portfolio Audit

Portfolio Audit Services

Take a deep dive into your portfolio and learn what's really driving your performance.

Investment Portfolio Audit

Understand the Hidden Levers Driving Your Portfolio

Your portfolio is more than just a collection of investments—it's a reflection of your financial journey and goals. Our portfolio audit services provide a comprehensive evaluation of your investments, accounts, and overall portfolio, shedding light on the details that impact performance and efficiency.

By understanding the intricate workings of your portfolio, we uncover opportunities to enhance returns, reduce costs, and align your investments with your long-term financial objectives. Our approach combines advanced analytics with a personalized review to give you clarity and help you find confidence.

Portfolio X-Ray Analysis

An Analysis Built to Understand the Structural Foundations of Your Portfolio

A solid investment portfolio begins with a strong foundation. Our in-depth analysis examines the underlying structure of your portfolio, ensuring it supports your financial goals effectively. From fees and diversification to yield and asset allocation, every element is scrutinized to identify strengths and areas for improvement.

This detailed understanding allows us to provide actionable recommendations that optimize your portfolio’s performance while maintaining alignment with your risk tolerance and values.

Expense Ratio Analysis

High expense ratios can quietly erode your returns. We evaluate the costs associated with your investments to ensure you’re not overpaying and help identify lower-cost alternatives where appropriate.

Trading Costs Analysis

Frequent trading can lead to hidden costs. We review your trading activity to uncover excessive or unnecessary expenses, providing strategies to optimize trading practices and improve overall returns.

Asset Location & Allocation Analysis

Proper placement of assets can significantly impact tax efficiency and performance. We assess whether your investments are optimally located and allocated to maximize after-tax returns and align with your goals.

Portfolio Yield Analysis

Is your portfolio generating the income you need? We examine your yield to ensure it aligns with your objectives, identifying ways to enhance income without increasing risk unnecessarily.

Portfolio Diversification Analysis

True diversification minimizes risk while maximizing opportunity. We evaluate your portfolio’s exposure across asset classes, sectors, and geographies to ensure you’re adequately protected from concentration risks.

Fiduciary Advisors

A Team of Advisors Focused on Optimizing Your Wealth

Behind every portfolio is a team of advisors focused on your success. Our advisors bring decades of experience, credentialed expertise, and a commitment to you and your financial goals.

Instead of working with a single advisor, each client works with a team of fiduciary advisors, ensuring you always have immediate access to your wealth management team.

Meet the Team

Portfolio X-Ray

Understand How Your Portfolio Works

Interested in seeing the drivers of your portfolio performance? We're happy to help.

We offer a no-obligation Portfolio X-Ray to identify opportunities for portfolio optimization based on your unique financial situation and goals.

To contact our team, fill out the form provided, and an advisor will be in touch within 24 hours.

FAQ

Frequently Asked Questions (FAQ)

We understand that choosing a wealth advisor is a significant decision, and you likely have questions about how we operate, our strategies, and the value we can deliver.

Our FAQ section is designed to provide clear, concise answers to the most common questions we receive, ensuring you have all the information needed to make an informed choice.

If you don’t see your question answered here, our team is always ready to provide personalized assistance. Simply reach out to us directly, and we’ll be happy to assist.