ANALYSIS
ANALYSIS
Analyze
current investments to present
a clear picture of the portfolio’s
complete structure, characteristics
and
performance, focusing on
two
mayor topics,
Asset Allocation & Cost
Analysis.
Asset Allocation Analysis, verifies how investments are divided among different asset categories, to measure and understand portfolio risk exposure.
Although Asset Allocation helps investors reduce risk through diversification, it must be adjusted to the client’s risk tolerance to achieve the expected return.
Cost Analysis, help identify products and services total cost (including hidden fees), to consider cost-efficient alternatives.
As with anything you buy, there are fees and costs associated with investment products and services. These fees, over time, can have a major impact on your investment portfolio. You don't just lose the amount of fees you pay, you also lose all the growth that money might have had for years into the future.
