Portfolio Analysis Request |
Are you concerned about market volatility and your personal financial security? |
| |
|
How much risk are you taking in your current investment portfolio? |
| |
|
Are you too aggressive? Too conservative? |
| |
|
Have you made sure that your assets are allocated appropriately to help you reach your goals? |
Planning Solutions Group has developed a system to assist you in determining whether or not your current portfolio matches your investment objectives and risk tolerance.
| STEP 1: PSG Investor Personality Questionnaire |
| |
 |
We have designed this 10-question tool to help you determine what kind of investor you are based on your personal tolerance to market volatility. Upon completing the questionnaire, you will discover your own Investor Personality and see how much risk you are willing to accept when investing in the market. If you need help with the questionnaire, please
contact us at:
301-543-6000. |
| |
|
| STEP 2: PSG Basic Asset Allocation Models |
| |
 |
Once you have determined your own Investor Personality, you can view the model portfolio that matches your personal tolerance to risk. Our basic portfolios will show you how your assets SHOULD be aligned with your Investor Personality and allocated to four different assets classes: Domestic Equities (stocks), International Equities, Bonds, and Cash. Please note that these are
BASIC models and do not illustrate all available asset classes. For a more detailed analysis and breakdown of the investments in your current portfolio, please skip to STEP 4. |
| |
|
| STEP 3: PSG Guide to Asset Management Planning |
| |
|
 |
If you would like to learn more about PSG's approach to asset management, read this guide or contact us at 301-543-6000. Discover our well-defined process for designing personalized investment portfolios and providing strategies for wealth management. In this guide, you will learn about the importance of an investment policy statement, asset allocation,
and fund performance screening. |
| |
|
STEP 4: PSG Free Portfolio Analysis
By now, you understand your personal tolerance to risk and the basics of asset allocation. If you would like to see if your CURRENT portfolio matches your Investor Personality & Basic Model Portfolio, or if you are unable to receive the documents for Steps 1-3, please email us your request at
.
Our free portfolio analysis includes:
- An in-depth analysis of each of your current holdings
- A comparison of your holdings to their peer group rankings
- Risk/Reward analysis of your specific portfolio
- Evaluation of the tax efficiency of your current portfolio
- The "true" cost of your current portfolio (commissions, front-end sales loads, back-end sales loads, wrap fees, etc.)
- Recommendations on how and where to reallocate your accounts if needed
|
