There are several components of an existing portfolio that our investment advisors evaluate, including:
Volatility
Are you limiting your returns with a conservative allocation? Taking on too much risk for the returns you are generating?
Fees
Expensive funds result in more of a drag on your returns. We will emphasize low-cost vehicles when making our recommendations.
Geographic Allocation
A well-diversified, global portfolio has exposure not only to US securities but to foreign developed and emerging markets as well.
Individual Stock Weighing
A concentrated position in a single stock can be a risky move, since unforeseen events can derail even the strongest companies without warning.
