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Portfolio Reviews for Regular People

What is included in a portfolio review?

1) Portfolio Objectives:

  • We help define what type of investor you are and what type of investor you should be.
  • We look at your current portfolio to see if it is appropriate for your needs and objectives.
  • We also build a return estimate that investors can reasonably expect from both the current portfolio and any suggested portfolio.
  • We take a total portfolio approach and ensure we are looking at the whole portfolio, not a single account.

2) Portfolio Assessment:

  • Independent opinions on current portfolio allocations and holdings relative to your personal situation.
  • Suggestions on allocations across asset classes, geographies and industries that may better suit your needs.
  • Consolidation of all holdings into one spreadsheet.
  • Attention to specific portfolio related questions or concerns that you may have.*
  • We remain conflict-free and lack incentives (aside from the initial fee) that would bias us to provide an opinion for the purposes of 'keeping' a client's business.

 3) Steps for Improvement:

  • While we do not intend to 'hold your hand' as/if you transition the portfolio, the review does offer guidance on how to get the portfolio to the 'suggested state'.
  • Outline major strengths and weaknesses in the portfolio to help you focus in on the areas that matter, allowing you to see the forest for the trees.

See an abbreviated sample here.

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* 5i Research may not address some requests that are deemed out of the scope of the service

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“Thank you very much for returning the portfolio review. I have finally found time to go through it and I am very pleased with the depth of your review and suggestions. As a do it myself investor, for me to have a service like this is invaluable.Thanks again for providing the review and of course 5i research, both outstanding.”

- P.D.

Who is this service suitable for?

An investor looking for an independent second opinion.
A do-it-yourself investor who wants to ensure they are on the right track.
An individual going through a transition phase in their investment journey or
implementing a new strategy.
Anyone that simply wants an extra set of eyes to look at a portfolio for peace of mind.

Common questions we answer in a review:

I need to fund $X of expenses each year. Will my portfolio allow me to do so?
I have too many stocks and am no longer able to manage my portfolio efficiently. How can I simplify?
Given my situation, am I taking the right amount of risk with the portfolio?
Do you think I am properly allocated across country/sector? Where do I start rebalancing?

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Thank you for reviewing our portfolio! We are well on our way with making several changes to better suit our situation. We appreciate the quick turn- around time and the clarity you provided in your easy to read yet comprehensive report. No questions at this time. Just wanted to say thanks much!

- T.F.

What is the cost?

  • The portfolio review is a straight fee that totals $1599.
  • This is only 0.6% of a $250,000 portfolio!
  • Upon acceptance of the submission and depending on the portfolio, a review should be completed in one to two weeks.

What the service is not:

  • We are not your personal financial advisor or wealth manager.
  • We are not and do not intend to be your sole source when making investment decisions.
  • We do not buy or sell securities or manage assets on behalf of others.
  • We are not afraid to tell client's when we think their portfolios are structured improperly - since we operate on a fee basis, we do not have a vested interest in making sure an investor 'feels good' (but don't worry we will be nice about it!).

Portfolio Reviews for Regular People

One time fee of only $1599

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