Portfolio Analysis

To build the proper groundwork, let us do a complete portfolio analysis, valuation and review, including:

  • Comparisons between consistency and objectives
  • Diversification studies
  • Estate valuation services
  • Risk tolerance reviews
  • Safekeeping of securities
  • Valuations by category

It is important to remember that fluctuations in the stock market may not coincide with the changing needs that may occur in your everyday life such as:

  • Education plans
  • Employment
  • Housing requirements
  • Income and career plans
  • Lifestyle
  • Marital status
  • Number and age of dependents
  • Retirement plans
  • Risk tolerance

Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp., Member FINRA & SIPC. Securities are not FDIC insured, not a bank deposit or product, may lose value and are subject to investment risk including possible loss of principal.