The Do-It-Yourself investor: Are you sure?
Fenway Financial Advisors specializes in working with former do-it-yourself investors. Most of our clients reached a stage in their financial lives where they realized that while they were comfortable with the basics, a professional could improve their investment strategy by focusing on things that are more time consuming and technically difficult for the individual investor such as manage risk and stay on top of the constantly shifting sands of investment choices. We see four costly and common areas that investors typically need additional assistance with:
- Holdings that are over-concentrated in certain investment categories
- Portfolio holes where entire areas of investment are completely missing
from a portfolio strategy- Levels of risk that do not properly align with an investor's risk tolerance,
time horizon and financial goals.- Assets held in the wrong type of account (taxable, IRA, workplace retirement, annuity etc.) leading to unnecessary exposure to fees and taxes.*
Are you sure you've covered all the bases? We can help you find out.
*Fenway Financial Advisors is not licensed to provide specific tax advice. Always check with a qualified tax professional to confirm the suitability and tax ramifications of any recommendations for your situation.
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