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 analysisInvestment portfolio research and analysisDiversification strategy and analysisRisk 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. Name Email Address Phone Message Thank you! Oops!