Portfolio Checkup

KDB’s Portfolio Check-Up service is perfect for those clients who rarely make changes to their investments. Our professionals will analyze all your current investments including IRAs, 401K allocations, and personal accounts. The Portfolio Check-Up consists of a 4 step process:

Step 1: Client Profile Development
Step 2: Analysis of Current Investments
Step 3: Correlation of Client Profile and Current Investment Strategy
Step 4: Recommendations