Nothing remains the same,
and this is especially true in the World of Finance…
Hallmark review portfolios with clients on a regular basis to check…
- If your attitude to risk has changed.
- If there have been any changes in your life which might have altered your investment objectives or your financial requirements.
- If the Asset Allocation of your portfolio requires any changes to reflect changes in the World's financial markets
- If we need to alter your fund selection because of fund performance
- If you have any questions or suggestions regarding your portfolio.