More Clarity on your Portfolio than you’ve Ever Had: A FREE Analysis from Iron Gate Global
In 20 minutes we will shed more light on your portfolio than you may have ever seen before. We answer the following questions:
- How much risk are you comfortable taking?
- How much risk does your investment portfolio have?
- What is the probability of success that your portfolio will help you accomplish your goals?
- What portfolio changes should you make if any?
- Is your current advisor (which could be you) investing with your best interests in mind?
There are four simple steps to our process.
The first step is done on your own in 3 minutes. Steps 2 – 4 are done in 20 minutes through a webcast discussion with Iron Gate Global Portfolio Managers, Brett Pattison or Brian Hunsaker.
1. Capturing Your Risk Number
The first step is to answer a 3-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
The Iron Gate Global Portfolio Review
Gain more clarity in 20 minutes than you have ever had before.
2. Analyzing Your Current Portfolio Risk
The second step is to review your current portfolio holdings and the current portfolio risk. The goal of this step is to see if your personal risk tolerance and your current portfolio risk are aligned.
Our years have experience has taught us that people either carry way too much risk or not enough. It is rare that we will find a portfolio that is already aligned with an individual’s risk tolerance.
In addition to analyzing portfolio risk, we also analyze the following:
Total fees and expenses in the portfolio
Total yield (income) in the portfolio
Portfolios risk to a rise in interest rates
Stress test the portfolio. What would happen during a raging bull market? What would happen in a bear market?
3. Make Portfolio Suggestions
After we review your current portfolio we will make suggestions on how you can make improvements. Whether it’s finding more income, reducing risk, or adjusting allocations, we will propose changes that will align your portfolio risk with your personal risk.
4. Meeting Your Financial Objectives
Lastly, we take both your current portfolio and the new proposed portfolio and run it through our probability tool. This shows you the probability of success that you will accomplish your goals.
After our 20 minute online discussion we will provide you with a detailed 15 – 20 page booklet that dissects all the components mentioned above. All this in 20 minutes and FREE of charge.
So what’s in it for us? We have built our business on helping individuals accomplish their financial goals. Nothing is better than putting in place a plan and years later celebrating that accomplishment with someone that we have worked with for many years.
If you like what you hear and want explore our services, great! If not, you move forward armed with more information on your portfolio than you have ever had. Not a bad deal!