Sample Client
Jentner Wealth Management Summary for Sample Client
Investment Policy Statement ………………………………………………………………... Diversification & Allocation ………………………………………………………………… Risk vs. Return ………………………………………………………………………………. Risk Level vs. Risk Tolerance ……………………………………………………………….. Historical Rate of Return vs. Benchmark ………………………………………………........ Costs ………………………………………………………………………………………... Turnover & Tax Efficiency .………………………………………………………………….. Transparency ...……………………………………………………………………….……... Portfolio’s Alignment with Goals …………………………………………………………… Overall Portfolio Strength ..…………………………………………………………….……
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Your report will contain a detailed explanation of how each ranking was determined and suggestions for improving your portfolio’s strength.
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