Registered Investment Advisor specializing in Model Portfolios

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Scott Burns

Portfolio Assessment

We provide the AssetBuilder Portfolio Assessment at no cost and no obligation to you. To receive your free portfolio review, simply:

We will get back to you within 3-5 business days. If you do not receive your verification e-mail within this timeframe, please contact us.

AssetBuilder will assess your current portfolio using AssetBuilder’s Elements of Investing. This provides a candid review of your portfolio with a focus on the following criteria:

Expense control

Most of us don’t think much about our investment expenses. Of course, Wall Street brokers don’t want you to think about them. And, it’s easy to see why. High expenses can trim as much as 2 percent from your total return each year. Compare the expense ratio of your current portfolio with the expense ratio of an AssetBuilder portfolio at a similar risk level. But, please be prepared. The savings may pleasantly shock you.  

Risk control

Successful investing means not only taking on risk to generate an expected return; it also means eliminating unnecessary risk. We achieve this by diversifying investments across asset classes. Avoidable risks include holding too few securities, betting on countries or industries, following market predictions and speculating based on recommendations from rating services.

Fama/French factors

Researchers Eugene Fama and Kenneth French have shown that we can achieve higher returns if we build portfolios with value stocks — those with prices at low price-to-book value ratios. They also have found we achieve higher returns with small-capitalization stocks. We use the Fama/French factors of "smart indexing" to assess your current portfolio.

Mean-variance optimization

AssetBuilder applies a technique of mean-variance optimization —cornerstone of the Nobel Prize-winning Modern Portfolio Theory — to assess the efficiency of your current portfolio relative to a comparable AssetBuilder portfolio.

Once you’ve received your AssetBuilder Portfolio Assessment, one of our team members will contact you to discuss your risk tolerance, time horizon, and investment needs and goals.

Complete and return your AssetBuilder Portfolio Assessment form for your free, no-obligation evaluation today!
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