Complimentary Portfolio Review

The Important of an Investment Portfolio Review

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.

What Is a Portfolio Review?

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.

How Does This Work?

Your Portfolio Review provides a customized assessment based on your specific circumstances and risk tolerance, and includes:

1st meeting – Gather your portfolio details. Identify and understand your goals, risk profile, and cash flow needs.
Analysis – Substantive analysis of your portfolio.
2nd meeting – Thorough review of the following data with items to address and proposals for consideration.

Account overview with a recommendation of what strategy should be applied to each of your accounts.
Review of individual holdings and overall asset allocation, identifying areas to improve on, highlighting hidden risks, diversification and simplification suggestions, and in depth look at the sectors and styles you are invested in.

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Get Started

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.

Start Your Portfolio Review Today

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