Gradient

Securities , LLC

8669911539
info@gradientsecurities.com

Portfolio Analysis Review Services


Our proprietary Portfolio Analysis Review (PAR) process gives investors a detailed breakdown and thorough written analysis of their entire investment portfolio. The PAR process combines powerful third-party statistics with a simple, easy-to-read report so investors truly understand the possible risks and rewards of their current investment portfolio.

Our proprietary Portfolio Analysis Review (PAR) process gives you a detailed breakdown and thorough written analysis of your entire investment portfolio. The PAR process combines powerful third-party statistics with a simple, easy-to-read report so you truly understand the possible risks and rewards of your current investment portfolio.

How the PAR Process Works

  1. An investor gathers and provides brokerage statements to us (directly or through their local investment advisor) with a completed Risk Tolerance Questionnaire.
  2. We analyze and conduct a comprehensive Portfolio Analysis Review.
    • Morningstar Rating (1-5 Stars)
    • Fees and Expenses
    • Performance (1, 3, 5, 10 years)
    • Risk Exposure (as measured by standard deviation)
    • Allocation and Diversification
  3. We deliver the Portfolio Analysis Review which includes our proprietary Portfolio Pilot report to the investor (directly or through their local financial professional) and discuss the findings.

Disclosure

Please consult a representative before making any investment decisions. The information herein is for informational purposes only and should not be used as the sole basis for making an investment decision. Securities offered through Gradient Securities, LLC., Member FINRA / SIPC. Gradient Securities and its representatives do not render tax, legal, or accounting advice.