Investment Portfolio Review Offer

Investment Portfolio Review Offer

Many families hold their investments at several institutions, losing track of their investment performance and allocations.  Others are unsure about the advice they are getting from their stockbroker/Insurance agent.  Rarely are individual investors able to get a second opinion on their investments from a seasoned manager.

My interest is making sure investments are consistent with investor’s goals: defensive, generate sufficient income, and are aligned with economic and market conditions. A thorough review of your investments can dramatically improve the quality of your investments, improve income and reduce volatility. Please contact me if you would like to review your investments in order to maximize their potential.

My personal and confidential investment portfolio review offer includes:

• Better aligning your investments to your goals
• Better aligning your investments to market & economic conditions
• Pointing out problem investments in you accounts
• Suggestions for improving investment performance
• Suggestions for increasing income from your investments
• Suggestions for lowering volatility in your investment accounts

If you are interested in this Confidential Investment Portfolio Review consultation, please call me at 99624-439282 to set up a meeting or fill out the form below and I will contact you regarding gathering the necessary information and setting up an appointment. Naturally, all information will be kept strictly confidential.

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