Unconventional Investor, LLC - Services

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Overview

Unconventional Investor, LLC offers two primary services, Portfolio Review and Portfolio Management.
A Comprehensive Portfolio Review consists of:

• Portfolio Review: An analysis of your current portfolio, across multiple key dimensions.
• Scenario Planning: Given the current value of your portfolio and projected savings, how much should you expect to have at retirement (or for college or that new house).
• Suggested Portfolio Strategy: A target allocation for your portfolio today plus a long-term strategy for the future.

The second service offered is Portfolio Management, for clients who prefer to let a professional manage their portfolio. This service includes directing new investments, incorporating your current 401(k) plan into your strategy, semi-annual rebalancing and a steady hand in turbulent markets. You also have a personal resource for your questions and a trusted partner for your portfolio.