Portfolio Evaluation

As a trustee, you may be concerned whether the trust’s investments are right for your beneficiary’s needs. In some cases, we can offer a free complimentary portfolio evaluation that includes an assessment of the portfolio’s asset allocation, diversification, credit risk, sector exposures, key costs, and other important factors. Our report can help you recognize if you are on the right track or any changes that may be needed. Please check with us if you have questions.