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Complimentary Analysis

Individually Managed Accounts

Trent Capital will be delighted to review your current holdings to make an assessment of the following portfolio characteristics:

  • Over or under diversification condition
  • Credit worthiness of the assets held
  • Appropriateness of investments to known risk tolerances
  • Prudence of investment weightings within each investment category
  • Likelihood of goals and objectives being satisfied given investment instruments held
  • Asset class performance comparisons to appropriate indices and peers

Trent Capital will gladly review each of your accounts including brokerage accounts, annuities, 401(k) and other retirement plan accounts, real estate holdings, etc.

Please contact us at 336-282-9302 ext. 204 or via e-mail at info@trentcapital.com if you would like for us to review your current holdings at no cost.