Complimentary Investment Review

Our team will conduct a complimentary review of your current investments utilizing some of the industries leading tools, such as: Morningstar Advisor Direct and Fi360 Fiduciary Focus Toolkit™.  Investments will be compared to its relative peer group and benchmark to determine: 

  • Peer Group Ranking
  • Morningstar Forward Looking Medalist Rankings 
  • Investment Expense Structure and Comparison 
  • Performance Results
  • Consistency of Investment Style and Composition
  • Fiduciary Score via Fi360 Fiduciary Focus Toolkit™

If you are interested in completing complimentary Investment review please send an email to: