Investment Preparation

Step 5: Portfolio Records and Monitoring

You have determined how much money you need to reach a goal. You have calculated an amount of money needed weekly, monthly or yearly to reach those goals. You have chosen an asset allocation model that reflects your personality.

You have selected several investments within each category that fit your investment criteria and decided how much of your savings will be put into each investment. Now you must find a method to record the purchase of those investments so that you can verify these transactions and monitor the fluctuating investment values.

York Financial Group provides professional portfolio reporting and review. The performance of your portfolio and how it meets your financial objectives is our goal. Our frequent monitoring of your chosen asset allocation ensures that the desired mix of financial instruments meets your risk tolerance and goals.