Box Asset Management team members have seen a great variety of investment solutions seen pass in the last decades. We would like to use this knowledge and experience to make an assessment of your portfolio. Are your personal risk parameters and targets still aligned in the current composition of your portfolio? Do the chosen investment solutions still offer the right mix of risk and return?
A second opinion will give you better insight to the questions above. We would like to offer our services if your answer to one of two questions was 'no' or uncertain