The Portfolio MRI®

What the Titanic Can Teach Us About Your Investment Strategy

The Titanic wasn’t sunk by the iceberg in plain sight—it was the one hidden below the surface that tore through the hull. Similarly, when it comes to your investment portfolio, it’s not always what you see on your monthly statements that poses the greatest threat—it’s what’s below the surface that can quietly sabotage your retirement.

That’s where our Portfolio MRI® comes in.

Just like a medical MRI reveals what’s going on beneath the skin, our Portfolio MRI® gives you a deeper look at the health of your investments—so you can identify and address hidden risks before they become costly problems.

What You’ll Discover with a Complimentary Portfolio MRI®:

  • Your Portfolio’s Volatility Score (Standard Deviation)
    If you’ve never heard of this, you’re not alone—but that’s part of the problem. Standard deviation measures how much your portfolio’s value fluctuates. The higher the number, the higher the risk. Do you know your number?
  • Your True Investment Costs
    Many investors only see the fees printed on their statements—but there are often hidden costs buried in the fine print. We’ll uncover the total fees you’re paying. The quickest way to improve returns? Cut unnecessary costs.
  • Portfolio Turnover Rate
    How often are your investments being bought and sold? High turnover can trigger excess fees and taxes. We’ll reveal if your portfolio is incurring unnecessary churn that’s quietly reducing your net returns.
  • Portfolio Overlap & Redundancy
    Owning multiple mutual funds doesn’t guarantee diversification—especially if they all hold the same underlying stocks. We’ll identify where overlap may be increasing your exposure and complexity without adding value.

Ready to Take a Closer Look?

This complimentary analysis is designed to give you insight, not a sales pitch. Complete the short form below and one of our advisors will be in touch to schedule your Portfolio MRI®.

Schedule Your Free Portfolio MRI® Today
 Your financial future may depend on what you can’t see.