Whether you are a novice or experienced investor, Versant Capital Management regularly reviews your investment portfolio as part of our overall wealth management process. Particularly during times of uncertainty and volatility, a portfolio review helps to evaluate and confirm the overall strategy, ensuring alignment with your financial and life goals.
This checklist helps review:
- Investment objectives
- Time horizon and risk tolerance
- Diversification and asset allocation
- Tax management, including capital gains and the NIIT
- Performance monitoring