01 Portfolio Review
Understand the inner-workings of your portfolio.
The first step, portfolio audit, creates an in-depth analysis of your portfolio called
the Portfolio X-Ray. The Portfolio X-Ray looks at your portfolio's expense ratios,
diversification, asset allocation, and other fees to identify its strengths and
weaknesses.By understanding what is working and what is not, our team can begin to
create a plan that better reaches your goals.