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Services › Portfolio Management
Let our financial professionals at RiverStone Wealth Management help assure that your portfolio is calibrated for success. Our comprehensive overview lets you quickly see where you are meeting your objectives and where there may be opportunities to enhance your portfolio returns.
Your RiverStone Wealth Management advisor can perform a mutual fund review from a list of your mutual funds, or a detailed portfolio review from current account statements. A Mutual Fund Review will provide a summary of each fund, a detailed performance review, if the fund has been outperforming the market indexes, and the relative performance of your funds compared to other funds in the same style.
The asset allocation software we utilize knows the current holdings of nearly 16,000 funds. A Detailed Portfolio Review will additionally reveal how much you have in growth stocks vs. value stocks, the P/E ratio and the EPS growth rate for the entire portfolio, plus the sector and market capitalization breakdown for your entire portfolio.
If it has been a year or more, contact us to schedule a complimentary portfolio review.
To learn more how we can meet your special needs, please contact us.
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