Portfolio and Investment Analysis

Understand your portfolio health

Your Vision. Your Retirement. Your Plan.

Utilizing tools only available to financial advisors from industry research leader Morningstar, Inc., the CFS Financial Advisors* of United Investment Planning can help you analyze your investments to look for inefficiencies in the risk/return tradeoff of your current portfolio.  Based on the time-tested principles of Modern Portfolio Theory, this analysis will help you answer the question, “Am I getting the return I should expect for the amount of risk I’m taking?”  Our advisors can help you analyze your overall asset allocation, and make suggestions to increase your overall portfolio efficiency.