Who this is for: Investors with accumulated holdings across multiple products and platforms.
Portfolios accumulate. Over a decade, holdings arrive from different advisors, bank relationships and personal decisions, and few are ever formally exited.
We consolidate holdings, examine overlap, concentration, liquidity and cost, and assess each holding against your current goals rather than the reason it was originally purchased.
The output is a clear keep, reduce, exit and add view with a sequencing plan.
Challenges this addresses
- Overlapping holdings across similar categories
- Legacy products no longer suited to goals
- Concentration in a single stock or sector
- No consolidated performance view
What the engagement includes
- Consolidated holdings statement
- Overlap and concentration analysis
- Liquidity and cost review
- Goal alignment assessment
- Action plan with sequencing