Schedule A Complimentary Portfolio Review

Here is what you receive:

  • 10 page Morningstar “Portfolio Snapshot” & “Stock Intersection” Reports
  • Compare your portfolio to the S&P 500* by sector
  • Learn your top 20 stock holdings within your mutual funds or ETF’s
  • 30-minute phone discussion with our CEO & Wealth Manager, Evan Kirkpatrick

*The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal.