Portfolio Review

Constructive review of individual portfolio suitability for surviving continuing economic deterioration

Evaluations include analysis of the information provided by the client, specific recommendations, answering of any questions, and an (optional) short, written summary of findings. Reviews are conducted in person (in the Dallas-Ft Worth or Austin areas), or by telephone or via Skype.

Fees for evaluations are payable up front and calculated at $200/hour, with a $100 minimum. If you are interested in having Wayne’s team review your portfolio, please visit the Family Business Office website.