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Up to a 30-Minute One-on-One Call
Fee: $150
This initial portfolio review is designed to provide a clear, high-level assessment of your current investment portfolio and help identify areas that may warrant closer attention.
The review includes up to 30 minutes of one-on-one discussion. Most sessions take between 20 and 30 minutes, depending on the complexity of the portfolio and the questions involved.
During the call, we will discuss your overall asset allocation, diversification, risk exposure, and structural considerations based on the information you provide in advance. The goal is to help you better understand how your portfolio is positioned today — and whether it appears aligned with your stated objectives, time horizon, and tolerance for risk.
This session is exploratory and educational in nature. It is not a full portfolio redesign, and no investment recommendations, transactions, or product sales are involved. Many clients use this initial review to gain clarity before making changes, consolidating accounts, or deciding whether a deeper analysis would be helpful.
This review may include:
High-level evaluation of asset allocation and concentration
Discussion of diversification and risk exposure
Identification of potential structural issues or misalignments
Opportunity to ask targeted, portfolio-specific questions
This review does not include:
Ongoing portfolio management
Execution of trades or account changes
Product recommendations or sales
Written reports or follow-up analysis
If additional time or a deeper analysis is appropriate, next-step options can be discussed separately.
Up to a 30-Minute One-on-One Call
Fee: $150
This initial portfolio review is designed to provide a clear, high-level assessment of your current investment portfolio and help identify areas that may warrant closer attention.
The review includes up to 30 minutes of one-on-one discussion. Most sessions take between 20 and 30 minutes, depending on the complexity of the portfolio and the questions involved.
During the call, we will discuss your overall asset allocation, diversification, risk exposure, and structural considerations based on the information you provide in advance. The goal is to help you better understand how your portfolio is positioned today — and whether it appears aligned with your stated objectives, time horizon, and tolerance for risk.
This session is exploratory and educational in nature. It is not a full portfolio redesign, and no investment recommendations, transactions, or product sales are involved. Many clients use this initial review to gain clarity before making changes, consolidating accounts, or deciding whether a deeper analysis would be helpful.
This review may include:
High-level evaluation of asset allocation and concentration
Discussion of diversification and risk exposure
Identification of potential structural issues or misalignments
Opportunity to ask targeted, portfolio-specific questions
This review does not include:
Ongoing portfolio management
Execution of trades or account changes
Product recommendations or sales
Written reports or follow-up analysis
If additional time or a deeper analysis is appropriate, next-step options can be discussed separately.