Portfolio Reviews

Have you recently inherited money or perhaps you need clear and objective investment advice? The highly experienced financial advisor's at Kerr Wealth Management can help you determine the proper asset allocation, uncover hidden risk and design a personalized portfolio.

Portfolio Review Services for Business Retirement Plans and Individuals

Poor diversification could diminish your portfolio's risk-adjusted return. Over concentration in a mutual fund or stock / company-specific, news can subject a portfolio to losses. While US stocks have performed extremely well over the years, diversifying across sectors and international markets could offer higher risk-adjusted returns.

Are you losing money to commissions and fees?

All to often clients have come to us because they found out they were paying exorbitant stock broker fees or paying for high fees investment products and unnecessary transaction costs. Excessive fees could add up to thousands over the years. 

Is your portfolio tax efficient?

Tax-loss harvesting can help with market volatility to reduce your taxes. By properly selling off the losers in your portfolio you can take advantage of momentum by purchasing more correlated assets. 

YOUR GOALS

If you feel like your investments are not meeting your goals; your not alone. We can help you design and manage a portfolio to help you reach your life's objectives.

INVESTMENT RISK

Investing comes with risk. How you manage it is one of the most important elements. Kerr Wealth offers a unique portfolio risk analysis service to help you better understand how your portfolio behaves in good and bad times.

PORTFOLIO ALLOCATION

Your advisor will help you understand the importance of proper allocation and design an optimal portfolio allocation of stocks, ETF's and funds.

Investment Portfolio Review Services

Individuals

Historical performance evaluations.

Portfolio cost evaluations.

Fund cost analysis.

Risk profile analysis.

Benchmark comparison.

Projected income analysis.

Corporate Retirement Plans / 401(k)

Historical performance evaluations.

Portfolio cost evaluations.

Fund cost analysis.

Risk profile analysis.

Benchmark comparison.

Comparitive analysis.