Portfolio Analysis

It’s important to objectively asses the overall composition, risk profile and historical performance of your investment portfolio.  A timely review and check-up, particularly during and after periods of high market volatility is a prudent and helpful exercise.

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Schedule a consultation with JWC Capital Management and let’s dive into it.  Let’s see where we are and talk about where we want to be going forward.  Let’s look at:

 

• What is your actual asset mix? Stocks/Bonds/Cash/Real Assets/Alternatives

• How much risk are you actually taking in your portfolio?  And where is this risk, really – in stocks, credit, inflation erosion?

• Are your investments aligning with your targeted goals?  Are you on track to meet them?

• How much are your investments costing you?  Are there equal or better products available to reduce costs and minimize taxes?

• How has your portfolio performed, net of fees, versus the appropriate benchmarks?

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