Reviewing your portfolio
Seasonal Strategy will review your current portfolio as a second-opinion service.
Services will include:
- A comprehensive portfolio composition inventory,
- Asset allocation and asset location recommendations, and
- An Investment Policy Statement (IPS), when appropriate.
Other services pertinent to investment planning may be provided as needed. These may include:
- Retirement planning projections
- Investment taxation and expense analysis
Fee: $175 per hour (Discount available under certain circumstances).