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

 

  

2 | P a g e  Sample Client March 2009 

The Portfolio Second Opinion 

JENTNER

FINANCIAL GROUP

 

Summary: 

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  

 

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