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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 ..…………………………………………………………….…… 

Sample Client

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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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Client

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Sample client second opinion 2013 - Jentner Wealth Management  
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