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High Net Worth Portfolio Review
In the past individuals often felt comfortable holding on to certificates themselves and to have bonds at several locations. With the volatility of today’s markets significant fluctuations in stocks and bonds have become much more commonplace. Frequent review of your investment portfolio is imperative. In the past we have offered a free personalized service to individuals and trusts whose municipal bond holdings are $1,000,000 and more. The response has been so good that we are reducing this to just $250,000 in municipal bond holdings so that more individuals can take advantage of this valuable service.
The Portfolio Review Service given by the Peart-Foster Group of Wells Fargo Advisors includes:
Market evaluations.
Ratings updates on a regular basis.
Notification of called bonds.
Unrealized profit/loss rep
Income reports.
For securities held in a Wells Fargo Advisors account with Brokerage Cash Services, the interest and dividend payments can be mailed in a timely manner or swept in to a money market or deposit account with free check writing.