Where does your investment portfolio stand today? That’s what we seek to answer with our portfolio diagnostics. We conduct a deep dive into your portfolio to better understand the risks and potential embedded within. The analysis is designed to help you visualize risk by showing how much your portfolio might have declined in previous stock market downturns. We also explore the current composition of your portfolio, looking at its mix of stocks across various sectors, sizes, factors, and geographic locations. This portfolio diagnostic is an important first step as we work with you to design the right investment portfolio for you and your goals.
Explore the latest insights and observations from the Verum team and other industry experts.
Efficient Portfolios: Understanding the Efficient Frontier in Portfolio Construction
Building an investment portfolio that is optimized for the long-term is both an art and a…
Verum Partners Featured in Charlotte Business Journal: Why This Segment of Wealth Advisors is on the Rise
Some of our team members recently had the opportunity to sit down with Symone Graham, a…
2024 Election Investment Guide: Lessons from History and Staying the Course
As the contentious 2024 election between Kamala Harris and Donald Trump nears its conclusion, many investors…