Portfolio scan

Is my investment portfolio right for me?

What does a portfolio scan comprise?

My (several) investment portfolios are analysed in order to see whether if and how they fit into my total assets and what the objective is for each portfolio (growth, stability or liquidity in my assets?).

Based on risk and performance, the portfolio can be more closely matched to my personal situation and goals.

Portfolio analysis

Together with the planner, we review the purpose of the portfolios, the desired risk and the risk taken.
Portfolios are assessed against market benchmarks on performance, cost and risk – with market references.
The structure of the various portfolios (where, in what and how is invested) is analysed to identify any overlaps or excessive concentrations.

Optimisations

Every piece of portfolio is linked to my goals.
The optimal investment class is determined for each of those pieces,. And how it could potentially evolve, allowing me to evaluate risk.
With that structure, I can go to an investment advisor (bank, real estate agency, insurer,…) and ask to build a proposal.

Portfolio scan is already available from as little as €1,900 (incl. VAT) for an individual and €2,500 (excl. VAT) for a self-employed person, depending on complexity and objectives.

However, an initial introductory meeting is always free of charge and without obligation. At the end of this meeting, a quotation is drawn up, explaining what will be included in the plan and at what price. The prices indicated in the quotation are fixed, unless otherwise stated. Travel expenses and working hours are not charged.