Portfolio Analysis Review

The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus.

This is where we come in. The three-step process takes an inventory of your portfolio with a comprehensive, 360-degree approach.

The PAR process can provide answers to the following questions regarding your investments:

  • How many brokerage accounts do you have at each custodian?
  • How many positions do you own in each account?
  • How much income do you receive from investments?
  • How is your portfolio's risk balanced with potential rewards?
  • If you know the fees and expenses for your brokerage accounts, how could they affect your portfolio's long-term returns?

The PAR process creates a detailed account of your investments while organizing your portfolio, which may make it easier to comprehend. Together, we'll develop a plan for them to work in concert to help achieve your goals.

There are two things you will need to get started:

  • The Portfolio Analysis Review brochure
  • A customized Portfolio Analysis Review report

The Portfolio Analysis Review brochure is available in the Generational Vault — a secure, easy to set up portal available to you at no cost. Once you receive your brochure, complete the Strategy Assessment and receive your Portfolio Analysis Review report. Just fill out the short form on this page to request your Generational Vault account.