Broker Check

Questions to Ask Yourself

  • Are you being adequately compensated for the risk you are taking in your portfolio?
  • Was your portfolio built to address your maximum risk tolerance?
  • Are you tired of your portfolio being down when the market is down? Have you considered alternative investment vehicles that don't correlate with the market?
  • Do you find yourself comparing the performance of your portfolio to that of the S&P 500? Is your portfolio weighted in such a way that this comparison is relevant?
  • Have you recently reviewed the location of your assets to ensure that you are minimizing the impact of taxes on your performance?
  • When was the last time you received an audit of your total portfolio? How about an evaluation across all investments and all managers?
  • Are your quarterly statements accurate, comprehensive and easy-to-read? When was the last time manager performance, style drift, sector analysis or overlap analysis was addressed?
  • How much duplication exists across various managers? Are you aware of the substantial risk inherent in being over-weighted in one sector?
  • What percentage of your portfolio is under full time, professional management?
  • Are you taking full advantage of interest rate changes, business cycles and industry cycles?

Our goal is to deliver objective, strategic, and prudent advice, designed to grow, preserve and transfer our clients’ assets in a solution to help meet their financial goals.

For a complimentary consultation with Anita Grossman, email us at or call (856) 488-2849.