Portfolio Deconstruction

Portfolio Deconstruction: A Clear Picture

Our Portfolio Deconstruction service provides you with the opportunity to take apart your current portfolio and to understand what you actually own. Our services include:

• We take a look at your retirement plans, IRAs, brokerage accounts, annuities, and stock portfolios.
• We show you what you're paying, the return you're getting and the risk you're taking.
• We search for manager conflicts, gaps, and overlaps.
• We can help make sure you have all the appropriate asset classes and a good balance of asset classes, sectors, and industries.
• We can help make sure you don't own the same stock multiple times in your portfolio.
• We may be able to save you unnecessary transaction costs, manager fees, and taxes.

Portfolio deconstruction offers you a clear picture of your assets and gives you the information you need to help you make educated/suitable investment decisions. We'd be happy to sit down with you and discuss the details of this valuable service.