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.
Verum Partners Featured in USA TODAY’s “Best Financial Advisory Firms”
We're honored to be included in USA TODAY's list of Best Financial Advisory Firms.
The Future of Wealth Management: Embracing the Fee-Only Model
Discover how the future of wealth management is evolving and why fee-only, fiduciary RIAs are setting…
Liberation Day – Let the Trade Games Begin, May the Odds Forever Be in Your Favor
Building an investment portfolio that is optimized for the long-term is both an art and a…