I didn't know what to expect but was… I didn't know what to expect but was surprised at the amount of insight given. The professionalism and the great feedback was really appreciated.

The portfolio report card gave me… The portfolio report card gave me valuable insights into the appropriateness of my assets. Thanks

Got my portfolio graded and got rid of my anxiety I know very little about financing and the stock market but I knew I needed to make sure I was on the right path for retirement. A friend turned me on to Ron Delegge’s portfolio services, and his podcast Index Investing Show. From listening to his show I was able to learn a few things to help me along, but the real game changer was the portfolio report card. It broke down what I was doing well, and not so well, and also offered encouraging words which have helped steer me in the right direction. Turns out I wasn’t as lost as I thought! Finding out what was and wasn’t working and what I can do to optimize my money has been a huge relief. Ron was able to grade my portfolio quickly and thoroughly, I have been able to make the necessary changes to my investment strategy and 401k plan and I will have him grade my portfolio again to make sure I’m still heading on the right path.