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Research and analysis is the foundation work that goes into building a comprehensive portfolio.  A thorough, deep analysis of each investment to see how they work individually and as a part of a portfolio is one of the things we believe sets us apart from other financial planners.  This work leads to a better understanding of each investment and ultimately contributes to your performance.  

Pharos Wealth Management specializes in research and analysis, specifically in the following concentrations:

  • Individual stock, bond, mutual fund, alternative investment and other security analysis
  • Investment portfolio research and analysis
  • Diversification strategy and analysis
  • Risk analysis: How exposed are you to risk?
  • Tax management of individual securities

Send us a message and we'll give you a free review of your portfolio.

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