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 fees 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.
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.