Exclusive, free offer
Offered only for portfolios of $100,000 or more
Your portfolio assessment should be based not on opinions, but on facts.
- Do you know how your portfolio is performing?
- Do you know its quartile ranking?
It's important to get answers to these questions. The danger for investors, even the most experienced ones, is to go through the most important years of their lives (ages 30 to 70) without ever assessing the quality of their portfolio management. Although the performance differential between your portfolio and a Q1-ranked portfolio may seem insignificant in percentage (%) terms, when converted to dollars, it's easy to see its harmful effects over the long term, and the importance of quickly identifying any such performance gap. (See the example of Peter)
The Investment GPS service and REGAR Investment Management will calculate your portfolio's performance free of charge and determine your quartile ranking (Q1, Q2, Q3 or Q4). An assessment report will then be presented to you.