Portfolio Review.

In order to help your organization determine if your investment assets are optimally allocated, we are happy to offer a complimentary portfolio review including:

1. •Assessment of your organization’s risk tolerance (based on your existing Investment Policy Statement and your organization’s long-term goals)
   

2. •Determination of a risk-appropriate target portfolio
   

3. •Comparison of the risk and return of your current portfolio with the risk and return of the recommended target portfolio
   

Fiduciary Review.

As a director/trustee or investment committee member (or anyone else involved in managing investment decision-making), you have a legal responsibility to ensure that assets are managed via a process that conforms with the standards of fiduciary care.

When it comes to fiduciary duties (and associated liability), you can’t afford to be less than 100% certain that you’re living up to your responsibilities. To help ensure that you are, Sierra Wealth Advisors can walk you through the process of conducting a Self-Assessment of Fiduciary Excellence (SAFE). The SAFE is intended to assist investment stewards in:

1. (1)Analyzing how well their organization meets a defined global fiduciary standard of excellence; and
   

2. (2)Improving their long-term investment performance.
   

The Self-Assessment of Fiduciary Excellence (SAFE) process can only be guided by those who have earned the Accredited Investment Fiduciary® (AIF) or Accredited Investment Fiduciary Analyst® (AIFA) designations.