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INVESTMENT PORTFOLIO REVIEWS
By Dr David Edward Marcinko MBA MEd CMP™
http://www.MarcinkoAssociates.com
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“FROM CHAOS-TO-CALM”
If you’re looking at this tab, chances are you are fed up with your financial brokerage accounts, thinking of finances, investing, retirement or all of the above.
And so, we can help
An investment portfolio second opinion, also called a “ portfolio review,” is an analysis of your financial holdings and associated strategies, allocations, fees and performance to determine whether the most effective instruments and methodologies are being utilized to reach your goals.
No Worries! You may have come to the right place.
E-Mail Ann Miller RN MHA CPHQ for an Initial Appointment: MarcinkoAdvisors@outlook.com
The purpose of this initial appointment is for you to ask a lot of questions to make sure you are comfortable with potentially working with us. It also helps if you are prepared to provide a verbal summary of your current situation.
Here are some questions to consider asking us during your first meeting:
1) Can you tell us about your financial qualifications, experience, education and training; if any?
2) Can you provide some information about your current financial advisory team?
3) On what type of investments do you typically purchase and own?
5) How much do pay your financial management firm?
6) How long have you been working with your current financial management firm?
8) What other services does your financial team provide?
9) What is your own investment philosophy?
A Fiduciary Opinion At Your Service
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