The Ultimate Portfolio Review Checklist

11 Things We Review During a Portfolio Audit

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The Ultimate Portfolio Review Checklist


At Robinson Smith Wealth Advisors, we offer complimentary reviews to prospective clients.

Though our methods are complex, our goal is simple:

  • Are you still on target to meet your financial goals?
  • If not, what changes can we make to help you get there?

For most clients, we recommend conducting a thorough review every year. In this downloadable checklist, we'll reveal our proprietary method of evaluating stock portfolios.

What Is Included?

  • 11-Point Review Checklist Items
  • Explanations on each checklist item; why it's important and what to look for.
  • What to do after you finish an internal review


Download Your Copy