Portfolio Analysis

One of the first steps in the Wealth Management Process is to analyze your current portfolio in a variety of different ways. RMR Wealth Management will determine your current Asset Allocation and determine if that aligns with your financial goals and objectives. Analysis will be performed to determine that the level of risk associated with the current portfolio is aligned with our client’s risk tolerance. The advisor will determine the diversification of the portfolio and determine if asset classes and sectors are weighted properly. An analysis will be performed to show the historical returns of a portfolio allocated in a similar fashion to the client’s portfolio. An Estate Planning overview and Insurance Analysis will be performed to determine other areas of the client’s plan needs to be assisted.