Experienced Financial Advice & Analysis

Request a FREE Morningstar© Analysis Report of your current investments.

Email or call us at (888) 671-7891 today.

Portfolio analysis is the ability to analyze a range of investments: mutual funds, individual equities, fixed-income instruments, cash-equivalent alternatives, closed-end funds, exchange-traded funds, annuities, and other investment alternatives.

At Multop Financial, we offer a comprehensive approach to portfolio analysis in order to provide you with a customized, independent evaluation of your existing portfolio(s), and other investments.

In order to achieve customization of your investment strategy, we must gain an in-depth understanding of your objectives. When more clarification of those objectives is necessary, we work with you to properly define the purpose of the portfolio(s).

Another important aspect is our extensive review of all portfolio holdings, or potential holdings. The evaluation will include buy/sell/hold opinions on each security. It will address the portfolio’s overall past performance and realistic, future expectation(s) based on your goals, risk tolerence and time horizon. The portfolio’s volatility, opportunity cost, degree of diversification or concentration, tax ramifications, style bias, sector exposure, overall expense factor and other fundamentals will be discussed.

After the end of your portfolio review, we make recommendations aiming to customize and maximize your portfolio’s performance potential.

Portfolio Management

If managing your assets has become your full-time job, we are here to assist you. Here at Multop Financial, we know that as your life evolves, not only does your financial plan get more complex, but your options for implementing it increase as well. But frequently weighing these options and choosing wisely among them requires more time and experience than you have to give.

That is where we step in: we manage your money and work to understand your financial planning needs, dedicating the resources and time to help you meet them.

Each client portfolio at Multop Financial is individually designed to meet your unique needs. If you are planning your own retirement, saving for your child’s education, or even preserving your estate for your heirs, we are here to help you adjust your portfolio as changes in the circumstances of your life dictate.

Portfolio Management Goals:

  • We will continue to work closely with you, while staying focused, striving to guide your portfolio through the most challenging markets.
  • We will work to go above and beyond, not only in servicing your portfolio, but also in helping you understand risk and in keeping your long-term goals in view.
  • We will work to study the events that shape your life and the financial goals, trends, and developments that ultimately impact your portfolio’s performance.

We use Morningstar©, which provides you with performance history, risk levels & allocation, and strengths & weaknesses so you can make smart financial decisions based on facts, not speculation. Do you know your current or historical rate of return? How do your investments perform compared to industry benchmarks? Find out today. There is no charge and no obligation.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Financial Planning Services

  • Portfolio Analysis & Management
  • Asset Allocation
  • Retirement Planning
  • Charitable Gift Planning
  • Business Succession Planning