Investor Services Review Programs

Asset/Portfolio Review Program

Akros provides specific consultation and administrative services for individuals and business clients who want an independent third party review, education regarding investment options available to them, or an opinion concerning their assets, their advisor, or their financial situation. Whether you have an advisor or you direct your own assets, we can preform an independent assessment to see how you are doing without any sales pressure. Clients can also receive advice in such areas as negotiations, risk management, estate planning, retirement planning, philanthropy, gift administration, existing portfolio review, or any other specific topic Client may identify and contract with Akros to perform.