In this challenging COVID-19 economy and stock market environment, it’s more important than ever to understand if your portfolio aligns with your financial goals. To help you instill confidence in pursuing your financial goals, we have created a complimentary second-opinion portfolio review of all existing investments where we look at ALL of your current brokerage, savings, company 401(K) accounts, etc. and create a detailed analysis of how they are allocated, how they are performing and what kind of risk you are taking.
A portfolio review, also called an investment portfolio second opinion, is a detailed analysis of your financial holdings and associated strategies, allocations, fees and performance to determine whether the most effective instruments and methodologies are being utilized to manage your goals.
At GENESIS Wealth Management, we provide a clear and disciplined approach to investment excellence. As fiduciaries to our advisory clients, we keep our client’s best interest at the forefront of everything that we do, and that starts with constructing and managing custom-tailored plans and portfolios that meet our client’s unique needs.
Your Portfolio Review provides a customized assessment based on your specific circumstances and risk tolerance, and includes:
Is your investment asset allocation appropriate for your goals? How much are you paying in management fees and other expenses? Are you paying extra taxes on your investments unnecessarily?
If you don’t have the answers, then you need an independent portfolio review.
At GENESIS Wealth Management, we offer complimentary portfolio reviews aiming to keep your financial goals on track. Contact us today to schedule a time for a portfolio review or fill out the form to get the process started.