Complimentary Portfolio Review

  • Summarize your equity and mutual fund holdings by type, sector and asset class
  • Estimate and categorize monthly income
  • Provide multiple ratings on each stock holding in your portfolio
  • Provide a view of your equity positions sorted by sector and compared against a benchmark
  • Create a customized view of your fixed income holdings including: a view of asset class, monthly income, redemptions over rolling 12 months, potential callable exposure, duration and average life.
Call Joseph Xerri at 732-576-4892 for more information.