A PORTFOLIO BREAKDOWN YOU DON’T HAVE TO BE A FINANCIAL PROFESSIONAL TO UNDERSTAND.

Investment portfolios can be complicated. We believe the longer you hold them, the more complicated they can become. With 401(k) accounts from multiple jobs and an array of investments you’ve picked up along the way, investment allocations can drift from your retirement goals.

Gradient Investment's Portfolio Analysis Review takes a broad look at your investments to help determine if it's still aligned with your financial goals and help identify areas where it has strayed. When the process is complete, it’s presented in a straightforward report that makes sense.

WHAT’S IN THE PORTFOLIO ANALYSIS REVIEW?

We start the Portfolio Analysis Review, or PAR Process, by giving you a clear, easy-to-understand outline of your portfolio, which may provide valuable insight when evaluating your retirement goals.

FROM THERE, THE PAR SHOWS YOU:

• What investments you hold inside your portfolio
• How your portfolio has performed against relevant benchmarks and why that matters
• Internal expenses that may affect your returns
• Insights that can help align your portfolio with your financial goals
• Strategies that can lower risk while still allowing for growth

With the PAR, you can feel like your portfolio will work for you in helping to achieve your financial goals. After all, that’s how it should be.