We frequently see evidence of client portfolios that are heavily weighted in one market sector or asset class or are otherwise poorly diversified. Please contact us for details on our portfolio analysis services.

Key Benefits

• In a poorly diversified portfolio, there is generally a high correlation of returns between the various assets, market sectors, or asset classes represented in the portfolio. For example, a portfolio that contains three or four mutual funds may give the investor the feeling that they are well diversified, but if all of these funds invest mainly in US Large Cap stocks (whether growth or value), the investor is subject to diversifiable risk.
• We can analyze our clients' portfolios to determine whether they are accepting more risk than necessary by concentrating assets in one or two market sectors or asset classes -- or even simply by excluding certain asset classes.
• At the very least, a portfolio analysis will help clients see any existing problems. Although clients remain free to retain their portfolio in its current form or retain their current adviser or broker, we have at least provided some direction. 

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Copyright © 2004 Coston and McIsaac Investment Advisers, LLC
Last modified: February 02, 2007

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