Complimentary Portfolio Review, Analysis and Independent Opinion
Amid a bear market, volatility and economic uncertainty, portfolio allocations and investments can sway from your targets.
A review of your portfolio and business interests can be valuable to ensure your wealth is on track to leave a legacy.
We are pleased to offer a review your current portfolio, discuss opportunities in the market today, and provide you with the same ideas and thoughts we provide the clients of Defiant Capital Group.
Schedule your free portfolio review and consultation today
What A Portfolio Review Provides
During our meeting we will discuss your current investments, business interests, and long-term legacy goals. We use this information to perform a thorough review of your investments and business interests, which we then present to you.
Portfolio Allocation Review
Is your current portfolio invested in an efficient manner and consistent with your long-term risk/return views? We review public and private investments to ensure your overall portfolio is balanced and on track to leave your legacy.
Private Investments Analysis
A review of your private investments to give you an update on their performance, expectations, and fit within your broader portfolio.
Business Interests Overview
We incorporate private business interests within your overall investment and wealth plan. Understanding the risk, and long-term return, of your current interests is essential to determining where there is opportunity to enhance your allocation.
Estate Structure Review
We help ensure your assets and estate are structured to maximize the net, after-tax dollars that your family will receive in a liquidity event or major life event.
Sophisticated portfolios tailored to you across public and private markets.
Investment management starts with a conversation about your needs. We then design a portfolio tailored to your needs and risk tolerance. Whether managing a broadly diversified portfolio across asset classes, or focusing on one particular investment, we remain dynamic, continually monitoring market conditions to capitalize on opportunities and adjust exposure as needed.
Supported with comprehensive wealth advisory services
Our investment advisory services are complimented with a variety of comprehensive services across the financial landscape.
Dedicated Team
Our team acts as a central point of contact for our clients, working to coordinate all the aspects of their financial life.
Financial Analysis
We work with clients and advise on the complexities of life such as business transitions, wealth transfers, and stock options vestings.
Financial Planning
We provide strategic advice to help clients achieve their long-term goals.
Strategic Partners
We have a network of tax, estate, insurance, legal and lending professionals to partner with us for the complex needs of our clients.