Reviewing your portfolio

Reviewing your portfolio

Portfolio analysis

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).