Investment Consulting Services
Friedenthal Financial's Second Look Review
Whether you enjoy managing investments on your own or currently utilize an advisor,
if your investments play an important role in your future, a second opinion could be
very beneficial.
- We measure your current risk profile, relative volatility, and the correlation of instruments in your portfolio to each other and to broader market benchmarks.
- Our statistical analysis identifies portfolio redundancies and opportunities for improved diversification.
- Alternative instruments are identified as suitable substitutes with a reduced cost structure.
Cost: $500
Comprehensive Risk Tolerance Assessment
We address the most frequently asked question: How much risk should I take?
- Our proprietary Risk Tolerance Analysis incorporates a wide range of factors contributing to your Ability and Willingness to take risk.
- We provide useable feedback and guidance to help you understand your own risk tolerance and proceed with a practical strategy.
Cost: $300
401(k)/403(b) Review
This is perfect for individuals who need practical guidance on selecting a portfolio of investments within their current employer's retirement plan, that meets their goals and risk tolerance.
- We provide a statistical analysis of your current allocation, including your current relative risk level.
- Plan fund choices are analyzed on the basis of cost, correlation, and combined volatility.
- Our final product includes a practical investment strategy given the plan choices and your desired risk level.
Cost: $500
If you decide to become a Portfolio Management client within 6 months, all paid consultative fees will be credited towards your portfolio management fees.