Are you overwhelmed and frustrated with your portfolio or its returns?
If so, answer these questions:

• Are you smart but feel that you are missing out on getting market returns?
• Do you feel betrayed by the mutual fund company scandals and the advisors you have worked with?
• Do you feel overloaded with information from the media and don’t know what to believe or where to go for the truth about investing?
• Do you feel like you don’t  know whom to trust?

Lee Hyder and  Associate uses the Free Market philosophy in helping investors look at their current situation and see if they are integrating their virtues and belief in the Free Market philosophy. We accomplish this by taking you through a series of analyses and processes

Let Lee Hyder and Associates run a comprehensive analysis on your existing portfolio.
The report will:

• Measure your current portfolio against the Free Market/Modern Portfolio Theory portfolio to see how prudently you are diversified and how much risk you are currently taking, in order to determine if your returns are appropriate for your risks. To be prudently diversified your portfolio needs to be invested in 20-plus different asset classes in the stocks and bonds of 42 different countries.

• Costs Analysis: looks at your current portfolio’s costs and turnover rates, to see if your money is being traded too frequently and you are paying too much in  fees and other costs.

• Unique Holdings Analysis: We see how many stocks and bonds you have that are unique, not duplicated, in your current portfolio. The Free Market has more than 12,000 unique holdings.

• Overlap Analysis: We check to see if stocks and bonds are being duplicated and how frequently within your current portfolio, as asset duplications dilute your global diversification and add extra expense.
• Chart your portfolio on the Markowitz Efficient Frontier. We will determine where your portfolio falls on the efficient frontier. We will determine if it’s possible to either increase your existing returns and reduce your portfolio volatility or reduce your current volatility and maintain your current returns.

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