Investment Analysis

Investment Analysis

A thorough understanding of your investments is important to long-term success. An Investment Analysis will help you understand details about your assets that are difficult for the average investor to find. A solid analysis will cover the following categories:


Does your portfolio contain any loads or 12b-1 fees and if so, how much are they costing you? In addition to the expense ratio, you will see fund turnover ratio and estimated trading costs – theses are hidden fees that need your consideration. Adding in Advisory fees will give you a comprehensive understanding of your total expenses to own particular investments.

Asset Allocation:

It is quite common for people to have multiple accounts, each with a different allocation. Unfortunately, these accounts often over-lap asset classes and do not provide the diversification that was desired. A look at all your assets in one analysis will help you plan in a more efficient manner.


A well designed portfolio will be built to provide a return premium. How you allocate your equities between Value and Growth will have a significant impact on your outcome.

Market Cap:

Another factor in providing a return premium is the size of the companies you are investing in. How you allocate your equities between Large, Small, and Micro will have a significant impact on your outcome.


Exposure to less developed parts of the world can boost returns due to faster growing economies.


Whether it’s Technology or Consumer Defensive, you do not want too much exposure to any of the 11 major sectors

Bond Maturity and Credit Rating:

Research has shown that high yield and long-term bonds do not posses the most attractive risk/return trade-off. Identifying funds that carry these bonds in your portfolio will help you achieve a better defensive bond strategy.

Efficient Frontier Analysis:

Is your portfolio efficient? Could it use improvements? How will that affect your Forward-Looking Returns?

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