Are you concerned about the fate of your wealth? Do you understand how prepared you are for the future?
Consider a Portfolio Second Opinion from Jentner Wealth Management. This is a professional investment review of your investment holdings. Your tailored report will analyze:
- Investment policy
- Diversification and allocation
- Risk vs. return and risk tolerance
- Historical returns and benchmarks
- Costs, turnover, and tax efficiency
- Alignment with goals
The report will also provide suggestions for increasing your portfolio’s strength.