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Are you tired of your financial advisor selling you products?
Is your broker lying to you?
Standard Deviation is a statistical number that measure the expected Risk/Volatility of a portfolio. This is a number you need to know, and although this information put you to sleep in statistics class it is what is keeping you up at night now.
Many advisors claim you are diversified, but a closer look shows that your portfolio is a lot of the same thing. For example, you may own AT&T in all 10 of your mutual funds.
Many studies have been done on the impact of diversification on return, but has anyone measured how diversified you are? Most portfolios’ are primarily only 2 asset classes you should have much, but do you.
What you don’t know can hurt you. Costs are like a jockey on a race horse; even a great horse will be limited by an overweight jockey.
This audit was designed to give you a 3rd party review by a leading Dallas Public Accounting firm. I guarantee that this audit will provide you the information on where your losses occurred, whether it was the market or fees that incurred the greatest loss, and a standard deviation risk analysis critical to your portfolio. Contact us for more information.
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