How the Portfolio Report Card™ Works
Step 1: You submit your request for a free Portfolio Report Card™.
Step 2: You complete a brief questionnaire along with submitting your required portfolio data.
Step 3: Your questionnaire and portfolio data is analyzed by a licensed financial advisor.
Step 4: Your Portfolio Report Card™ is delivered to you in-person by the same advisor who graded you, explaining your results.
Step 5: Collect $100 if your final grade is “A.”
Step 6: Fix the weak spots identified in your Portfolio Report Card™ for grades between B and F.
Step 7: Get your investments and retirement plan back on track and stay there!
What Your Grades Mean
The Portfolio Report Card™ uses a multi-factor scoring system that evaluates your investments in key areas like cost, risk, and taxes.
The A and B grades are excellent scores whereas C, D, and F are unsatisfactory. Portfolio grades of C, D, and F mean that your investments have major flaws that require attention and repair. Does your portfolio pass or fail?