T. Mann Financial Provides
Complimentary Portfolio Analysis in Oregon
T. Mann Financial can empower Oregon residents by helping them better understand their investment portfolio.
What is a Financial Portfolio Analysis?
Oregon Residents should be aware of the benefits and risks when requesting their financial portfolio to be reviewed.
In Oregon a financial portfolio analysis is a assessment of an individual's or entity's investment holdings.
What Investments are usually included
How Portfolio Analysis works
Goals of Portfolio Analysis
Portfolio reviews usually include stocks, bonds, funds, real estate investments, cash reserves, retirement accounts, and alternative investments.
The analysis aims to evaluate the portfolio's performance, risk exposure, diversification, and alignment with the investor's goals and risk tolerance.
By examining historical performance and making future projections, the analysis can help in making informed decisions to optimize the portfolio and achieve long-term financial objectives.
10 Common Red Flags
During a financial portfolio analysis, common red flags that may be found include:
High concentration in a single asset or sector, indicating lack of diversification.
Poor performance that is consistent compared to relevant benchmarks or peers.
Excessive risk exposure beyond the investor's risk tolerance or stated objectives.
Inadequate liquidity, with a significant portion of the portfolio tied up in illiquid assets.
High fees and expenses, which can erode overall returns over time.
Unsuitable investments not aligned with the investor's goals or financial situation.
Poorly managed or underperforming funds or investment managers.
Lack of transparency in the portfolio holdings or investment strategies.
Rapid and frequent trading, suggesting speculative behavior or market timing attempts.
Inconsistent or misleading reporting, indicating potential mismanagement or fraud.
Reasons why Oregonians Analyse their Portfolios
There are many reasons to consider getting your portfolio reviewed by a professional.
What is yours?
Why get your portfolio reviewed?
After significant life events like marriage, divorce, inheritance, or starting a business, to review and adjust their portfolio accordingly.
To understand the level of risk exposure in their portfolio and ensure it aligns with their risk tolerance.
To ensure their portfolio aligns with their financial goals, whether it's retirement planning, saving for a major purchase, or funding education.
Seeking advice from financial advisors to make informed decisions about their investments.
To identify any high fees or expenses that might be impacting overall returns.
To optimize their portfolio for tax efficiency and potentially reduce tax liabilities.
T. Mann Financial's Portfolio Analysis Process
T. Mann Financial in Springfield Oregon offers a quick and efficient way to review your existing portfolio.
3 Step T. Mann Financial Portfolio Review
Email us your most recent statement
T. Mann Financial has implemented data security measures designed to protect the personal information you share with us.
Your data will remain confidential and will be only used for the purpose of conducting the analysis.
There is no obligation, portfolio analysis are 100% complimentary.
Send your email to: firstname.lastname@example.org
Please see our disclosures for more information
Complete the Portfolio Analysis Submission Form Below
Feel free to give us a call (541-583-0093) if you have any questions.
Book at 30-minute Complimentary Initial Consultation
Click here to book your complimentary consultation to discuss the results of your portfolio review.