COMPLIMENTARY PORTFOLIO REVIEW
Have you ever wondered how your portfolio’s performance measures up to relevant benchmarks or other financial service firms? More importantly, how much risk are you incurring to achieve your results? Based on your risk level, what rate-of-return should you expect? Are you paying more investment related fees than necessary and are all fees disclosed? What other competitive options are available in the marketplace? To what degree is your current investment strategy aligned with your spending needs, short-term and long-term? Is your financial advisor positioned to serve In your best interest always (i.e. a full-time fiduciary advisor)? What information should your advisor share and explain to you on a quarterly basis based on industry best practices? Has your advisor made proactive or reactive recommendations? Did their recommendation add or detract from performance?
Our team of highly qualified and seasoned investment advisors can answer these and other questions important and vital to your welfare. If you have investable assets of $3,000,000 or more and you value transparent, unbiased investment services, call us today at (902) 871-8510 to schedule a complimentary appointment.