Description
An overview of the Portfolio Analysis process
Learning Objectives
Attendees should leave with the following concepts in mind
o Portfolio reviews can be done for new, existing and prospective clients for the advisors
o How the Portfolio Analysis service can add value to the advisors practice by edifying the expertise they have at hand
o How our evaluation of a client’s portfolio not only includes their risk tolerance and objectives but also dovetails with our assessment of where we are in the business and interest rate cycle.
o How AAM works to propose intelligent changes to portfolios if and only if it is necessary to align the portfolio with the client’s investment objectives, risk tolerance and AAM’s outlook on the business/rate cycle