For investors who manage their own accounts, or who have limited investment choices and are interested in a one-time review of their portfolio holdings
Portfolio Analysis Service
Our Portfolio Analysis service is intended for investors who manage their own accounts, or who have limited investment choices and are interested in a one-time review of their portfolio holdings. An IAM portfolio manager offers an independent second opinion on the holdings in your portfolio and on its asset allocation – without having to pay an ongoing management fee.
You receive a personalized written analysis of your existing portfolio or a suggested asset allocation for a new portfolio. Each analysis is backed up with independent research on your holdings and a cost/benefit summary of your investments. Your holdings are analyzed not only with respect to how they perform relative to their benchmarks, but also as to how they correspond to your risk tolerance and investment goals and how they contribute to the diversification in your portfolio.
The fee for this service starts at $300 and is dependent upon the complexity of your portfolio. A firm price quote is supplied in advance once we have particulars of the investments to be analyzed. To obtain a quote you simply send us a fax or email detailing your holdings or investment options. You can provide us with your latest portfolio statement, or, if you prefer, you can simply list the name, ticker symbol, and quantity of each holding. Rest assured that all information, however received, is kept in the strictest of confidence.