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.