It’s common for investments to be scattered across old 401(k)s, various IRAs, and brokerage accounts, often without a single, unified strategy. This can lead to hidden risks, such as over-concentration in one sector or an allocation that doesn’t match your true goals.
In this step, we conduct a deep, holistic checkup of all your investment accounts—even those we don’t directly manage.
We analyze your current holdings and compare them against the Investment Policy Statement (IPS) and risk profile we developed together. This allows us to identify and correct any misalignments.
Our goal is simple: to ensure your entire investment portfolio is working together efficiently, is structured appropriately for your risk tolerance, and is fully optimized to support your financial plan.
We invite you to schedule a brief introductory call to discuss your financial goals and learn more about how we work. This is a no-obligation conversation designed to answer your questions and determine whether our approach aligns with your needs.
