Portfolio Analysis
This One-Time service is targeted at Clients that have an established investment portfolio and are looking for guidance related to performance vs. benchmarks, investment expenses and taxation, long-term return projections, and alignment with the Client’s investment goals.
This may include clients who:
(1) have institutional investment management with limited financial planning support,
(2) are DIY clients that are managing their own investments and want a 2nd opinion regarding their portfolio, or
(3) are retired and have concerns about outliving their savings.
This Service is intended for Clients invested in cash, cash equivalents, bonds, mutual funds, ETFs, annuities, cash-value life insurance, stocks and real estate. Other investment types such as hedge funds, private equity, cryptocurrency and other alternative investments are outside of our areas of expertise.
Using state of the art tools and industry-established assessment guidelines, Eustace Advisors will analyze the client’s investment portfolio based on criteria including client’s goals, client risk tolerance, performance vs. benchmarks, diversification, tax efficiency and investment expenses. We will provide a summary of this analysis and may suggest asset allocation adjustments that may better serve the Clients’ financial goals, timing and risk tolerance.
