Jentner Second Opinion

The Portfolio Second Opinion

Sample Client

JENTNER FINANCIAL GROUP Bruce A. Jentner CFP®, President Martin A. Weisberg JD, CFP®, Vice President 302 N. Cleveland Massillon Road, Akron, OH 44333 Tel. 330.668.1000 www.jentner.com

JENTNER FINANCIAL GROUP

Summary:

The Portfolio Second Opinion

page report will contain an Your 12 explanation of how each ranking was determined.

Investment Policy Statement

Diversification & Allocation

Risk vs. Return

Risk Level vs. Risk Tolerance

Historical Rate of Return Vs. Benchmark

Costs

Turnover & Tax Efficiency

Transparency

Overall Portfolio Strength

2 | P a g e Sample Client March 2009