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What is this?
A
Portfolio Analysis is a comprehensive review of your
current portfolio.
This review includes a determination of personal
risk tolerance, a review of your Investment Policy
Statement (IPS) and a review of the individual holdings
to make sure they are appropriate given the specific
client objective.
This analysis is based on the Nobel Prize winning
Modern Portfolio Theory helping to determine the most
efficient structure of a portfolio.
How does it help
me?
In
the 21st century it is more important than
ever to have a properly allocated portfolio.
The tendency to take too much risk in a specific
area (technology, real estate, etc.) has been quite
prevalent.
In addition, many clients desire a third party review of
their portfolio so that they may verify the work (and
the fees) of their current investment advisor.
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?
Clients need to bring their annual investment statement,
their Investment Policy Statement (IPS) and the most
recent copy of their financial plan.
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