The right time for a portfolio review

As the market is trading in such uncertain times, it pays to have the right advice at the right time! As part of our COVID-19 outreach program, we would like to offer you a complimentary portfolio review. 


At Barclay Pearce Capital, we provide tailored broking and advice solutions for clients that prefer proactive management and service. In your complimentary session, we will review your portfolio direction and strategy, and ensure you are well-positioned to mitigate risk and take advantage of undervalued opportunities.

 

Your review will have tailored advice on:

  • Portfolio restructuring
  • Undervalued opportunities
  • Stock and sector allocation
  • Concentration risk
  • Portfolio management best practices

Many of our clients like to learn best practices on how to manage their portfolios. If you are interested in receiving a complimentary portfolio review, please opt in below.