See how your portfolio compares – before your prospects do

“You shouldn't hire us because we tell you we're different. Let us show you how we're different.”

Send us a representative or model portfolio. We'll return the same comparison a prospective client would see, plus the valuation and balance-sheet profile of your holdings – and where your process shows up in the numbers.

A firm with a genuinely different security-selection, valuation, monitoring, or risk-management process gets a concrete way to demonstrate it. That is the entire purpose of this exercise.

First name

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Last name

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Firm name

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Role

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Work email

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Phone (optional)

CRD number (optional)

Speeds verification.

What are you sending?

This frames the comparison correctly.

Please choose one.

Please send holdings only. Do not include client names, account numbers, or any client-identifying information. If your file contains them, remove them before sending.

Holdings

Ticker symbols and share counts or weights. One position per line.

Please list at least one holding.

What would you most like this comparison to show? (optional)

Reports are returned by email within three business days.

Received.

We'll email your comparison to within three business days.

If you'd like to add anything, reply to the confirmation email – it comes from a monitored address.

While you wait: the ten questions your prospects will be asking →