Here at Briggs Financial Group we are firmly committed to our fiduciary obligation to clients. The result of this dedication is our premier Portfolio Blueprinting service, which our advisors provide to all of their clients and prospective clients. This service provides an in-depth analysis of your current portfolio holdings, real returns, actual expenses, risk-adjusted performance, and outlook. We find that clients appreciate this service because it reveals the true nature of their portfolio as can only be revealed by an in-depth analysis.
The benefits of getting your Portfolio Blueprint Analysis:
Know your risk: The blueprint will show you clearly, both quantified and in easily interpreted charts, what your risks and correlations are.
Real performance: Our blueprint will tell you both overall and by security what your actual performance has been.
How much are you paying?: The blueprint will tell you exactly what you are paying total and by security what you are paying in buried fees.
Total Analytics: The blueprint provides you all the critical metrics and analytics in both numerical and graphical information on your whole portfolio and for each individual holding.
What Do You Get?
The blueprint is printed and given to you for you to keep, even if you do not choose to invest with us. Additionally, one of our financial advisors will go through it with you, explaining complex points and identifying concerns. In accordance with our fiduciary obligation we believe in telling clients who are already in fantastic portfolios nothing less – that wouldn’t be honest.