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?
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- 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
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?