Review and Monitor
This is where your WEALTHplan adviser is most valuable. Have your circumstances changed? Periodic reviews ensure your investments are in line with your objectives. In addition, although tinkering with your investment portfolio is never a good idea, nor should you simply leave it alone without review. Investment selections are scrutinized on an ongoing basis. Our investment selection criteria include historical performance, risk, and fees, among other things. If an investment no longer works well in your portfolio, a suitable alternative is selected for replacement.