A Portfolio is a collection of investments.
Your portfolio can be viewed by your stockbroker or financial adviser, in our case, Shaw and Partners.
Portfolios are tailored, monitored and reviewed on a regular basis and adjustments are recommended, if and when necessary.
If you would like to further understand what is involved with a portfolio review, please see more information here.
If you would like to discuss options regarding your portfolio, please feel free to reach out.
Frequently asked questions
October 14, 2020
October 13, 2020
September 25, 2020