What Issues Should be Considered When Reviewing Investments?

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