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Portfolio Analysis & Development

Some people want to manage their own financial assets but may still welcome a second opinion from a finance professional. This is the purpose of Helmsman Financial Group, LLC’s (HFG) Portfolio Analysis & Development service.

Through this service we:

  • Review your portfolio’s current asset allocation to make sure it coincides with your investment objectives and risk tolerance
  • Assess the investment quality of your current portfolio based on various investment characteristics that HFG feels best reflect a security’s benefit and potential with your portfolio
  • Prepare an informative, easy to understand and independent report of our findings along with recommendations for you to consider
  • Let HFG give you additional insight through our professional second opinion of your portfolio.