Portfolio Assessment

Scott receives daily email asking for assistance, advice and guidance on investment decisions. Scott would like to provide a more directed way of providing this assistance with a review of your existing investments (portfolio).

We would like to provide you with a no-cost, no-obligation review to help you zero in on expense control, indexing, diversification, risk control and asset allocation. We will be scoring your portfolio in four areas: Simple Indexing, Simple Diversification, Smart Indexing and Smart Asset Allocation. You can have your portfolio review conducted today, by downloading and returning the following form to portfolio@assetbuilder.com or by faxing to 214.556.3848. If you do not receive a verification email within two business days, please contact us.

Download Portfolio Assessment Form

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