Complimentary Portfolio Review

As part of AFS Investments’ marketing philosophy, we believe it is better to show, rather than tell! Especially when what we are showing is specific to you. When it comes to investment portfolios, we know that before we can discuss with you where you want to go, we need to know where you are coming from. It is for these reasons that we offer a COMPLIMENTARY portfolio review of all of your existing investments where we look at ALL of your current brokerage, savings, company 401(k) accounts, etc. and create a detailed analysis of how they are allocated, how they are performing and what kind of risk you are taking.

With this information, we can determine if your current mix matches your current and long term financial needs. The main benefit of the Portfolio Review Service is that you will end up in a much more organized place where your Investment Accounts will be clearly laid out in a concise report that will remove any questions as to how you’ve done and where you are positioned in the moment.

From there, you can make informed decisions as to how to proceed with your overall investment game plan. As stated previously, this is a COMPLIMENTARY service to you, because not only does it introduce you to the expertise and experience of AFS Investments, it gives us an accurate view of your current situation which will enable us to provide meaningful and relevant investment advice.

Please include your information below and we will contact you for a Complimentary Portfolio Review:

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Portfolio Monitoring Services

Once the Portfolio Review is done, the work doesn’t stop! You have now uncluttered your investment “pencil drawer”…now how do you keep it uncluttered? For one, you can walk away with the report that AFS Investments created for you, and continue to use it to monitor your progress. This is great for the “Do It Yourself” crowd. If you don’t have the time, inclination nor the expertise to continue monitoring your accounts, you can hire us to be your Monitoring service. For a small fee, we will continue to track your accounts, wherever they may be custodied, and provide you with Performance, Allocation and Risk Analysis information. We like to compare this to the “Check Engine” light on the dashboard of your car! If all systems are go, the tools we use will tell us. If something is amiss, like you are outperforming or underperforming the markets, our tools will let us know, and we will let you know! This way you won’t have the unpleasant surprise of opening your statement one day and wondering what happened! “Set it and Forget it” may work when you are cooking a turkey, but it is a recipe for disaster if that is how you approach your investment accounts!

Our Portfolio Monitoring client’s accounts are tracked DAILY for valuation and performance with reports sent no less that quarterly. If any of the client’s accounts start drifting from stated goals, they receive a communication alerting them to the situation. From there, they can make informed decisions with timely information…enhancing their chances for investment success!