What is this?

Our Monitoring Services provide current financial information for a client’s investment portfolio.  Whether the client is applying the parameters from their Investment Policy Statement or for their own knowledge they can monitor any changes their mutual fund money mangers make.

How does it help me?

By providing a level of monitoring to your investment portfolio provides a greater chance to make quality decisions for your unique financial future.  If a money manager makes a decision to invest outside of the normal parameters it is necessary to have this information and make appropriate decisions. 

Monitoring your portfolio is a necessary step to lowering the level of risk your portfolio has.  This report compares your holding to its peer group and ranks it based on a number of variables.

Who do I contact for questions?

For more information on using the Pry Advisory Group Financial Planning Services to efficiently work toward your personal goals and objectives, contact 419-423-4481 or e-mail us at info@PryGroup.com.

What do I need to bring?

Bring all of your most recent investment statements.