page contents

What Exactly is Active Portfolio Management? Do I really need it?

 

Do you have $100,000 or more in investable assets?

Does your current advisor re-balance your portfolio on an annual basis?

Does your current advisor use a hold and hope investment strategy?

Does your current financial advisor purchase mutual funds for your portfolio?

Do you want a portfolio that is lower cost than your current portfolio?

Is your advisor complacent about current events in the stock market?

 

 

If you answered yes to any of these questions, we can help you!

Ready for an initial consultation? Fill in the contact form!

Want to learn more about the client experience?

Do NOT follow this link or you will be banned from the site!