financial portfolio monitoring

Portfolio Review

You want your portfolio to be as strong as it can be. We do too. With our portfolio review, we weed out weaknesses, such as a limited number of assets or a concentration in asset classes. You will also see which securities may carry above average risk, particularly in light of past returns. Ultimately, the portfolio review provides the professional insight to ensure your holdings are consistent with your goals and objectives.

As part of our ongoing investment management service, you receive regular reviews of your portfolio, which help keep it in tune. Performance reports and reasoned recommendations provide the basis for adjustments. At Pettinga Financial, you always receive unbiased, independent counsel to keep your investments working for you.