Portfolio Diagnostic
The Portfolio Diagnostic helps you and your team at Crown Haven develop an understanding of your current portfolio’s strengths and weaknesses, and how the components of your portfolio align with or contradict your stated goals and objectives.
Goals & Outcomes:
- Understand The Inner Workings of Your Portfolio
- Identify Threats to Financial Success
- Identify Opportunities to Optimize Investment Holdings
- Minimize Portfolio Drag, Excess Costs, and Expenses
- Complete a Risk Capacity Assessment
- Complete a Portfolio “Crash” Simulation
- Complete a Retirement Income Map
What We Will Discuss:
Our team scrutinizes your portfolio’s ETFs and mutual funds, pinpointing high expense ratios that hinder performance and recommending cost-effective alternatives like institutional-grade or zero-expense options. We cut advisory fees via purpose-based planning, preserving substantial wealth long-term. Trading costs are curbed by choosing low-turnover managers and tax-efficient asset placement across accounts. We evaluate cash flow to secure yields for your retirement needs, diversify strategically with algorithmic protections against downturns, and assess true risk capacity using advanced simulations.
