The Metrics
of Resilience.
Benchmarking & Alpha
Tracking performance requires looking beyond total gains. We measure your portfolio against specific indices—such as the S&P 500 or peer-group averages—to distinguish between market noise and genuine value added by your strategy.
- Annualized return vs. risk-adjusted benchmarks
- Fee-transparency and performance auditing
- Sector-specific value attribution analysis
Risk Tolerance & Volatility
Risk is dynamic. We re-evaluate your portfolio's volatility against your current life stage and market conditions, identifying if shifts have made your allocation too aggressive or overly conservative.
- Standard deviation and downside risk stress-testing
- Target allocation drift and rebalancing checks
- Correlation analysis across asset classes
Cost Analysis & Tax Efficiency Optimization
An effective investment review identifies hidden leakages that erode long-term wealth. We perform a clinical analysis of management fees and transaction costs, contrasting them against performance value. Simultaneously, we optimize your portfolio for tax efficiency—leveraging annual allowances and tax-loss harvesting to ensure your capital works as hard for you as possible.