Portfolio Deconstruction: A Clear Picture
Our Portfolio Deconstruction service provides you with the opportunity to take apart your current portfolio and to understand what you actually own. Our services include:
- We take a look at your retirement plans, IRAs, brokerage accounts, annuities and stock portfolios.
- We show you what you're paying, the return you're getting and the risk you're taking.
- We search for manager conflicts, gaps and overlaps.
- We make sure you have all the appropriate asset classes and a good balance of asset classes, sectors and industries.
- We make sure you don't own the same stock multiple times in your portfolio.
- We may be able to save you unnecessary transaction costs, manager fees and taxes.
Portfolio deconstruction offers you a clear picture of your assets and gives you the information you need to help you make sound investment decisions. We'd be happy to sit down with you and discuss the details of this valuable service.