Many investors already have considerable investment holdings, usually in several different types of accounts such as IRA’s, personal accounts, 401k’s, trusts or other places. We can create a Combined Investment Summary Profile of all your holdings evaluating the types of assets, the diversification, potential overconcentration, underinvested areas as well as the risk profile. This is a valuable tool in analyzing whether your current investments are in line with your goals and risk comfort zone.
