Our Portfolio Analysis service is intended for investors who manage their own accounts or for those who understand the value of obtaining an objective second opinion on investments being managed by a broker or Financial Advisor other than HFG. Harding Financial Group offers an independent portfolio review and consultation focused on the holdings in your portfolio, asset allocation and risk management.

You receive a personalized written analysis of your existing portfolio and any allocation changes which could improve performance and risk management. Each analysis is backed up with independent research on your holdings and a cost/benefit summary of your investments. Your holdings are analyzed not only with respect to how they perform relative to their benchmarks, but also as to how they correspond to your risk tolerance and investment goals.