Investment Portfolio Analysis

Statistical analysis: historical returns, expected returns, risk/return analysis, multi-factor regressions.

Diversification risks: Equity securities; sectors, industries, country exposures, overlapping positions, comparative benchmarks. Fixed income securities: maturities, credit, currency exposures, and comparative benchmarks.

Equity factor analysis: Company size and price/book exposure; comparative benchmarks.

Money manager or mutual fund analysis: Same factors as above - plus; track record and value-added analysis, expenses, tax efficiency and benchmarks.

Client education.

Typical fee for Investment Portfolio Analysis ranges from $500 to $5,000. No fee is charged for initial consultation.