The goal of every investor is to create a more efficient portfolio that maximizes returns while taking the least amount of risk possible. But many investors aren’t familiar with the details of what’s going on in their portfolio. Do you really know the answers to their biggest questions?

The OCIO Portfolio Audit is a free, comprehensive analysis of a current client portfolio. Designed by our experienced team, this valuable and fully-confidential tool identifies exactly what problems and potential opportunities exist, including:

• Asset Allocation and Diversification: Is your portfolio properly allocated and diversified?
• Portfolio Structure and Efficiency: Is your portfolio structured efficiently and avoids unnecessary expenses?
• Portfolio Risk: Are you taking on the right amount of risk for your goals?
• Expenses: Are you aware of all the hidden costs in your portfolio?
• Fixed Income Quality, Maturity, and Risk: Are you taking on unnecessary risk with your fixed income investments?

Sign up for your audit today to win business, help clients and prospects make better investment decisions, and ultimately achieve better returns.