Complimentary Portfolio Analysis Report
Your retirement is calling and wants a checkup.
Time to get a second opinion.
Performance Matters
If you’re like most investors, you worry about your portfolio when you hear the latest economic news. At SWMG we have been helping people like you to invest with confidence and peace of mind since 2007.
We offer a Complimentary Portfolio Analysis Report that utilizes Modern Portfolio Theory (MPT), a Nobel Prize winning methodology. Our sophisticated investment analysis software will analyze your portfolio and provide written feedback on quantitative and qualitative metrics to help you improve your performance.
An Expert Opinion
Getting a second opinion from an unbiased expert will provide the following benefits:
- We will complete a comprehensive analysis of your portfolio’s key performance metrics and provide a comparison to investments in the same category.
- We will assess your risk tolerance to see if your current portfolio is within your comfort level.
- We will provide a recommended asset allocation based on your time horizon and risk tolerance.
- We will conduct an analysis of your current investment selections with suggestions on how to reallocate for better performance.
- Based on your analysis, we will create a written Investment Policy Statement (IPS) to guide your investment decisions moving forward.
Our Investment Services Provide:
Investment Research: We have created a proprietary algorithm that ranks each investment relative to its peers in the same category based on key performance and risk based metrics. We find the best investments in each category and recommend them to you.
Independent Advice: Strittmatter Wealth is an Independent Registered Investment Advisor with no proprietary products. This eliminates conflict of interest.
Investment Selection: We have access to all investments in the investment universe including institutional, alternative, private debt, and private equity. In addition, we can build private real estate portfolios though our real estate arm and invest into small businesses and franchises through our business brokerage arm. We truly are a “Wealth Building and Management” firm.
Monitoring: We continue to monitor your investments and provide recommendations on when to make changes when changes are happening in your personal life, the markets, or the economy.
Client Service: Clients come first in everything we do and you will have your own personal advisor that you will meet with twice a year to review. Be believe in relationships and want to make sure you are taken care of.
“I like the regular reports from SWMG on how the funds where our money is invested are perfroming. Also regular and thorough reviews of our financial situation are reassuring, especially since our retirement.”
Lyle Crossley,
SWMG Client from Google Reviews
