Time to Review Your Portfolio?

Justwealth’s Portfolio Review Service allows our investment experts to provide their professional opinion on how your investment portfolio is invested… FREE OF CHARGE.

When analyzing an investment portfolio, our experts will review many aspects including:

Investment Fees

  • What are your annual management fees?
  • Are there any hidden fees?
  • How much are you paying to make a trade?

Diversification

  • Are you overexposed to a specific region of the world?
  • What is the investment objective defined by your asset mix?
  • Do you hold multiple holdings that do the same job?

Account Structuring

  • Are your accounts structured appropriately?
  • Are you positioned to avoid and/or defer taxes?
  • How and when should your accounts be planned to change in the future?
Ultimately, we are looking to provide you with guidance to help you answer the question: “Are my investments adequate for my investment objective, or is there a better alternative?” If you have any specific objectives for your portfolio, please outline them in the notes section below. This will help us in provide an in-depth analysis that is personalized to your portfolio and your investing needs.

Have us review your portfolio today!

Complete the form below and securely upload your investment statement. We will review and provide you with a full analysis within 24-48 hours.

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Notes

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Have a question? Call us at 1.866.407.JUST