The goal of investing is to see your money grow over time. However, even though you can’t control how your investments rise and fall, your portfolio is anything but automatic. Like most things, it’s important to check up on your portfolio to make sure nothing is out of date and that its goals are still in line with your own.


Have a Question about your Portfolio?


5-Point Portfolio Checkup 

This checklist is only meant to identify potential problems among your investment accounts and is not a substitute for personalized professional advice.


Have Questions? Contact Safe harbor Fiduciary about rebalancing your portfolio or reaching your investment goals!