Free Assessment

David DeWitt

Tuning up your Portfolio

Working with your investment advisor to keep your asset allocation on track to meet your goals is as important as setting it up in the first place.  There are several tactics advisors use when shifting an allocation to ensure that your portfolio performs smoothly and provides ongoing value.  There are also tactics to deploy when you are adding investment funds to your portfolio, and finally, it may even be possible to extract value from underperforming investments.