Portfolio Analysis Review

The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus.

This is where we come in. The process takes an inventory of your portfolio with a comprehensive, 360-degree approach.

The PAR process can provide answers to the following questions regarding your investments:

  • How many brokerage accounts do you have at each custodian?
  • How many positions do you own in each account?
  • How much income do you receive from investments?
  • How is your portfolio's risk balanced with potential rewards?
  • If you know the fees and expenses for your brokerage accounts, how could they affect your portfolio's long-term returns?

The PAR process creates a detailed account of your investments while organizing your portfolio, which may make it easier to comprehend. Together, we'll develop a plan for them to work in concert to help achieve your goals.

With a portfolio analysis/review we will make sure that your allocation is set up based on your risk tolerance, goals, & time horizon. During the analysis we will also review all the funds currently held and make a recommendation on how to allocate the money and which funds to use to help meet your financial goals.

Every portfolio should match an individual’s financial situation & goals. Just like every individual we work with; no portfolio is identical in every aspect. We will work with you and educate you on what you are investing in. Here at Immaculate Wealth we want every person to feel confident in their investments and the road they are paving towards their financial future.

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