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.
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.
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?
- Analysis completed by a Chartered Financial Analyst (CFA).
- 100% confidential and secure.
- No commitment. No obligation.
* Assumes that the portfolio earns 7% annually for 20 years.