Portfolio Design or Restructuring
Portfolio Analysis and Construction
Perhaps you are entering the investment world for the first time, and want help designing a portfolio. Or perhaps you want a second pair of eyes to examine your existing investments accounts and how they work together.
We can assist you by reviewing your current portfolio of investments (if you have one) and helping you prioritize asset classes, reduce costs, and organize your portfolio's structure. For first-time investors, we can help you build a low-cost, low-turnover portfolio, predicated on your specific objectives, capacity and need for risk, tax concerns, and personal tolerances for price volatility.
In short, we help you prepare the soil and plant the seeds for your portfolio, and then let you prune and trim each year as your "garden" requires!
What Does It Cost?
For Portfolio Analysis and Construction, a typical project cost would involve 4-8 hours of work, billed at $180.00 per hour. Further assistance in implementing the design would be billed for time utilized.
Should the portfolio recommendations involve changes in custodians or the possibility of consolidating assets with a single custodian (if feasible according to tax law and retirement plan law), we can assist you with paperwork and administrative needs based on time utilized.
Click on the button below to view our Investment Philosophy and how the portfolio design or restructuring process works in detail.