What goes into your Future blueprint
My Future blueprints are created by hand, by real live investment advisors from Vestory. WE ask you to confidentially share information on your investments. WE then research those investments to determine their Type, internal asset allocation, past performance, and fee structure. The figues are then presented in an understandable graphic format that starts with your overall portfolio asset allocation:
We drill further down into the various invement types to provide greater detail of your equity and fixed income positions. This is when we discover that most investors are overweighted in large company U.S. growth stocks and have too little in histrorically better returning assets classes LIke Small companies and value stocks:
Another important feature of my future Blueprint is our expense audit. We show you how much you are paying for your mutual funds and whether or not you were charged a commission when you purchased the investments. Very few know how much they have been paying for investment services:
Using the information gathered during our research and discussions with you, we attempt to roughly forecast your future income including pensions social security and a reasonable, flexible income stream. Here you will see the liklihood of running out of money before you run out of life:
Your Blueprint concludes with written observations and suggestions from your advisor (it totals 8 pages). Plus, we take time to personally explain your blueprint either in person, at one of our offices, or by phone. There is never any obligation and vestory does not practice the typical high-pressure sales tactics of most financial firms. We are financial educators first, Portfolio managers second.