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
