Request Your Analysis

Obtaining your complimentary Portfolio Efficiency Analysis is easy. All you have to do is complete the form below and an advisor will contact you to get started.

Full Name*

Phone Number*

Email Address*

What State Do You Live In*

What is the Approximate Value of your Portfolio*


Secure Uplink to share your account statements.


How it Works

Complete the simple form at the left.

2 Gather your most recent brokerage statement for each account that you’d like us to analyze.

3 You’ll receive a customized analysis with specific recommendations on how to improve your portfolio.

The Details

What information will I learn from a Portfolio Efficiency Analysis?

  • How much am I paying in mutual fund and ETF fees?
  • Are similar funds available that cost less?
  • How much am I paying to my advisor?
  • Are taxes reducing my returns?
  • Are similar funds available that are more tax efficient?
  • Am I holding assets in the appropriate accounts?

Additional information:

  • Analysis completed by a Chartered Financial Analyst (CFA).
  • 100% confidential and secure.
  • No commitment. No obligation.

Please note that we take privacy and confidentiality very seriously. Your information will never be improperly shared with any third party. If you would like to review a copy of our Privacy Policy, please click here.

* Assumes that the portfolio earns 7% annually for 20 years.

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