#
riverglen financial associates

FACTSHEET – PORTFOLIO REVIEW SERVICE

Back to Portfolio Review Services page

Portfolio review service is a type of professional service offered to client to help managing their money efficiently.

Our service offering means we will:

1. Provide a Portfolio Report
2. Review all the funds within your portfolio
3. Assess new funds that need adding or remove underperforming existing funds
4. Confirm your attitude to risk has not changed
5. Confirm your personal circumstances remain the same
6. Reaffirm the permissions you have agreed