Portfolio Deconstruction: A Clear Picture

Portfolio Deconstruction

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 can help make sure you have all the appropriate asset classes and a good balance of asset classes, sectors and industries.
  • We can help 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 educated/suitable investment decisions. We'd be happy to sit down with you and discuss the details of this valuable service.

Ask Why Wealth Management for Not-For-Profits Speak to an Advisor

 
5895 Goodrich Road
Clarence Center, NY 14032 
Telephone 716-406-2250
Fax 716-406-2447


Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

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