portfolio
EVALUATION

  • Personalized review of investment goals, risk tolerance and time horizon
  • Appraisal of current investments, tax posture and capacity to save
  • Recommendations for portfolio construction going forward
  • Periodic monitoring of results and suggested portfolio revisions

FEE ONLY BASIS

 

3031 Habersham Way, N.W.
Atlanta, GA 30305
USA
lon@neeseadvisory.com

Cell: 404.290.0937
Home: 404.262.1609
Fax: 404.233.7926


2014 Neese Advisory Services