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
DISCLOSURE: For complete information on your tax situation, you should consult a qualified tax advisor. While Versant Capital Management doesn’t offer tax advice, we are familiar with certain tax situations that our clients face regularly. Disclosure: Any tax-related material contained within this document is subject to the following disclaimer required pursuant to IRS Circular 230: Any tax information contained in this communication (including any attachments) is not intended to be used and cannot be used for purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting marketing or recommending to another person any tax-related matter.
