Specializing in retirement planning and personalized investment management.

Portfolio Challenge - To Get Started

We only need a few things to get started:

  1. If you work with a broker / advisor, provide us the name of their company (Edward Jones, etc.)
    • The advisory fee schedule you’re on (contained in original agreements and paperwork)
  2. Provide us with investment statements or internet printouts that show each of your investments (name, ticker, value, etc.)
    • If you do not want to provide statements or printouts, please use the Portfolio Challenge Data Entry spreadsheet or the Data Entry PDF to summarize your holdings for us.  We just need the ticker symbol of each investment you own as well as the dollar amount or percentage owned.
  3. Payment by credit card: Acceptance of Terms and payment

We aim to deliver our Portfolio Challenge reports within 2 business days.