Portfolio Review

Reflecting on your portfolio performance

  • How well did your portfolio hold up during the latest market volatility?
  • How was your advisor’s communication?
  • What kind of fees are you paying?

.

  • Is your portfolio providing enough income to meet your needs?
  • Is there a built-in duplication of risk? Is your portfolio truly balanced?
  • Is your advisor a fiduciary / registered investment advisor?

Reflecting on your portfolio performance

  • How well did your portfolio hold up during the latest market volatility?
  • How was your advisor’s communication?
  • What kind of fees are you paying?
  • Is your portfolio providing enough income to meet your needs?
  • Is there a built-in duplication of risk? Is your portfolio truly balanced?
  • Is your advisor a fiduciary / registered investment advisor?
Forest Capital’s portfolio review process provides a comprehensive assessment of your existing investment strategy
  • Asset Allocation Strategies
  • Manager Selection
  • Cash Flow Analysis
  • Alternative Investment Funds
  • Retirement, Estate Planning
  • Education Planning, Philanthropy plans
  • Set and monitor goals
  1. Tax efficiency, integrated financial life
  2. Customized financial plan vs pooled funds management
  3. Funding alternatives for short and long-term liquidity needs
  4. Succession Planning for investment plan for surviving spouse
Covid-19 Specific Topics & issues

Our Team Can Guide Clients Through Covid-19 Specific Topics & issues

  • Have there been changes to your portfolio since the crisis began?
  • Among your investments which companies will be the new winners and losers?
  • Is your portfolio positioned for the companies that will come back or is it positioned
  • for companies that have struggled through this crisis?
  • Can all the companies in your portfolio find access to the needed liquidity for this business environment?
  • What is the bond market telling you about growth opportunities in the future?
  • How much of future earnings are promised to new or existing creditors?
  • Will the public markets evolve or will they keep making the same mistakes?