I offer Portfolio Reviews!
This can be especially useful for individuals who manage their own portfolios.
I'll provide a portfolio snapshot, comparison to our portfolios and recommendations and observations I feel may be worth further exploration. To get started complete the contact form here, call me and or simply forward your most recent investment statements that include holdings to firstname.lastname@example.org.
I'll follow-up with questions and payment information, then complete your review and forward my insights via email.
Requires advance payment of $175 per review.