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Portfolio Analysis
Our Portfolio Analysis level is an option ideal for investors who
manage their own accounts, or who have limited investment choices (like
in an employer provided retirement plan). You receive a personalized
written analysis of your existing portfolio or a suggested allocation
for a new portfolio. Each analysis is backed up with independent
research on your holdings and a cost/benefit summary of your
investments. Your holdings are analyzed not only with respect to how
they perform relative to their benchmarks, but also as to how they
correspond to your stated risk tolerance and investment goals.
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