|
Do you know how much risk is in your Portfolio? Are you happy with your
investment results?
If you answered No to any of the above questions, it may be time to find
more about your portfolio holdings and perhaps redesign your portfolio. The
first and most important step is to assess the level of risk inherent in
your portfolio.
Beam Capital Management offers a free, comprehensive, and completely
confidential and discrete portfolio risk review and evaluation. A portfolio risk
manager will review your investment holdings and submit a written report
that includes a detailed analysis of the level of risk in your portfolio.
Furthermore, we will perform this service at no cost or obligation to you. Simply fill out the portfolio review form and we
will deliver your written report by which ever method you choose.
You will get a two page report detailing the overall risk in your
portfolio in simple to understand concepts. We will also analyze your
effective holdings by digging into the holdings of each Mutual Fund that you
own (if any). Most importantly, we will assign your portfolio a proprietary
and conceptually clear risk grade that measures how volatile your overall
portfolio is.
Why Beam Capital Management might make such an offer?
The answer is very simple. We have discovered that many
investors consistently underestimate the level of risk in their portfolio
or, even worse, have no idea how much risk are they taking. Once this issue
is brought to their attention; some might choose to hire us as their
investment advisor, others will be grateful and will take corrective
measures on their own but often, they will tell their friends about us who
in turn might use our services.
There are two ways for you to submit your request for a portfolio risk
analysis:
1) You can fill out the on-line form by
clicking here
or
2) Download the
paper version of the form and Fax or mail it to us.
If you have any questions, or if you would like to schedule an appointment
or submit your request by
telephone, please call (646) 435-0559 Extension 4688
Forward this page |
