Portfolio Review

Portfolio Review is a service to give clients an overview assessment of their existing investment strategy. As a portfolio managers will analysis your statements and provide feedback periodically on how we can achieve our set goals. We will evaluate your portfolio across a number of dimensions:

• What is the ratio of Savings to Earnings.
• Whether your Income is adequately protected.
• How much you are investing.
• How well diversified you are so that You can consider what action you may wish to take.