Helping a Portfolio Grow

The money manager’s job is to care for your portfolio as if it was was their own. But we know that no one is going to care for your portfolio like you do. There are four areas to review each year…

  1. Check to see if the portfolio is performing close to the target rate of return you have set with your money manager.

  2. Check on the level of risk that was taken in your portfolio.

  3. Check on the fees you are paying.

  4. Check for any operational risks you should know about.