Engage MBG to conduct a portfolio review
You and your clients will see the value

MBG can provide critical and substantial reviews of existing portfolios –
whether for an existing client or a prospective one.

A portfolio review is a great way to unlock value whether it be from improving the tax efficiency or positioning.

We will review the holdings thoroughly and provide a comprehensive report
with potential suggestions/recommendations. The report will cover such
important factors as:

• A breakdown of the holdings based on geography, credit quality, sector, etc.
• Fully understanding and showing the risk in the portfolio – both credit and duration risk
• Determining if the portfolio is in line with the client’s risk tolerance
• Providing suggested changes, if warranted
• The report is yours to use directly in meetings with clients or prospects

Please complete the form below to request a portfolio review.
Please complete the form to request a portfolio review.