Portfolio Review

Reflecting on your portfolio performance

How well did your portfolio hold up during the latest market volatility?
How was your advisor’s communication?
What kind of fees are you paying?
Is your portfolio providing enough income to meet your needs?
Is there a built-in duplication of risk? Is your portfolio truly balanced?
Is your advisor a fiduciary / registered investment advisor?

BRC Wealth Management’s Portfolio Review is used to give BRC clients an assessment of their existing investment strategy.

BRC’s Wealth Management Team can guide clients through Covid-19 specific topics and issues.

Have there been changes to your portfolio since the crisis began?
Among your investments which companies will be the new winners and losers?
Is your portfolio positioned for the companies that will come back or is it positioned for companies that have struggled through this crisis?
Can all the companies in your portfolio find access to the needed liquidity for this business environment?
What is the bond market telling you about growth opportunities in the future?
How much of future earnings are promised to new or existing creditors?
Will the public markets evolve or will they keep making the same mistakes?

David McClure, david.mcclure@brccpa.com / Julian Booth jbooth@forestcapital.net

Our team of investment professionals will perform a detailed analysis of your investment accounts and provide a written assessment of your portfolio.