Build a Better Investment Portfolio
Our PortfolioCHECK™ service analyzes and grades your portfolio against 10 widely-accepted principles fundamental to long-term investment success. A comprehensive report includes:
- A summary of your investment returns relative to their appropriate benchmarks
- A gauge of the risk in your portfolio
- Strategies to minimize income taxes
- Recommendations to reduce management fees and commissions
- An assessment of compatibility with your long-term investments goals.
The PortfolioCHECK™ ‘scorecard’ measures the extent to which your portfolio aligns with the fundamental principles. Actionable recommendations suggest how your investments should be restructured for better congruence with both our principles and your goals.
PortfolioCHECK™ measures your portfolio against 10 proven principles of sound investment strategy.
Examples of 3 Principles in Action
Review All 10 Investment Principles
Tools to get you started
Benefits of a Portfolio Assessment
Weigh House has been evaluating investment portfolios belonging to individual investors since 2005. Over 90% of them were poorly constructed, earning returns significantly below their corresponding benchmarks. Many had excessive risk for the investor. Key benefits to the Weigh House PortfolioCHECK™ include:
- Evaluates your portfolio against 10 proven principles of a sound investment process
- Measures your compliance with investment management ‘best practices’
- Ensures you are aiming for the right rate of return
- Helps rebalance your assets to ensure proper diversification
- Assesses the value received for the management fees you are paying
- Includes a basic financial plan
- Improves long-term investments returns
PortfolioCHECK™ typically pays for itself within the first year … but it delivers significant value over the life of your portfolio.
