Profiler Pro procedures aim to give you the best independent advice on your existing investments at no cost to you,
Elgin Analysis will independently assess the securities held in any given portfolio (in excess of 100k USD) for:
Suitabilty – do your holdings truly match your risk profile ? Have you considered what percentage of your net worth is exposed to each?
Performance – how has one asset or manager performed against a similar security and its peers ? Is it time to let go ?
Quality – Are they tradable if the exits start to get busy ? – Are they listed, transparent and liquid ?
Please complete the form below and upload any documents or statements relevant to the portfolio in order for us to provide the analysis.