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Portfolio Passport Investment Manager Services

We keep your investment plan on track with daily rebalancing alerts and quarterly investment reviews.

If you:

  • Have completed Portfolio Engineer or Portfolio Architect
  • Want your investments reviewed on a regular basis
  • Want timely rebalancing advice and alerts

Portfolio Passport is the right solution for you!  After your investment plan is started we give you the tools to manage it like the pros.

We Review Your Investments Each Quarter

Your mutual funds and ETF’s from the Portfolio Architect or Portfolio Engineer programs are scrubbed every quarter.  We use the same process and tools from Fi360 to make sure your investments remain superior options.

Even the best mutual funds and ETF investments fall from grace.  We alert you which funds to hold, which are on the watch-list and which should be sold immediately.  For sell recommendations we find the best mutual funds and ETF’s to replace them.

We Give You Timely Rebalancing Alerts

Rebalancing is a process of buying low and selling high.  It keeps your investment plan in line with it’s target and helps maintain a path towards financial success!

Most investors and their financial advisors don’t rebalance consistently.  We review our Portfolio Architect model daily and alert you when changes need to be made in your investment account.

Trade Worksheets Make It Simple

Your trade worksheets make it simple to rebalance your investments.  Just plug in your portfolio amount and how much you have in each mutual fund or ETF and you’ll have a list of which investments to buy or sell and exactly how much.

It’s Like You Have An Investment Advisor 24/7

Portfolio Passport is by far the closest thing to having an Accredited Investment Fiduciary© right there with you every day.  We monitor your investments, make suggestions and alert you when to rebalance your investment portfolio!

See a full Portfolio Passport Case Study for a real world example, then get your investment plan on track with Portfolio Engineer or Portfolio Architect!  Then keep it on track with Portfolio Passport!