Portfolio Review


Portfolio ReviewPersonal portfolio reviews from Vaughn Woods Financial Group are the perfect way to find out if your portfolio can be working harder for you. We have over 25 years of experience monitoring and managing portfolios through all stages of the economic cycle. Through fundamental research, technical analytics and real-life experience, we apply our breadth of knowledge to your portfolio investment mix, scrutinizing strengths, weaknesses and areas of potential improvement.

Here’s our offer: We will provide you with a written, no-obligation assessment of your portfolio’s strengths and weaknesses. This includes:

  • How your portfolio measures up in the current financial market environment.
  • An asset allocation comparing your investment mix to Nobel Prize- winning investment allocations.
  • An analysis of your risk exposure.
  • A subscription to our monthly newsletter keeping you abreast of the latest economic trends.
  • A one-on-one meeting with an experienced portfolio manager to discuss your portfolio analysis and establish strategies for improving your investment return.

Our Guarantee: If you are not excited about what you learn from our written portfolio review, we will give you a full refund.

Cost: We offer our Portfolio Review service at a flat rate of $196. Your portfolio will benefit from the objective advice and service of a highly-trusted management team with over 25 years of experience.

Schedule my Portfolio Review Appointment!