Have you ever wondered what your investment portfolio looks like under the hood? At Mainstreet RIA LLC, we like to take a comprehensive look at your account(s) to better understand your risks and opportunities for improvement.
Asset Allocation Breakdown
See a pie chart on how much allocation to you have to Cash/US Stocks/Non-US Stocks/Bonds/Other.
Fixed Income Credit Quality
Better understand the maturity and credit quality of your bond positions.
See what percentage of your portfolio is allocated to various sectors such as Real Estate/Energy/Healthcare/Etc.
See a breakdown between Large Cap/Mid Cap/Small Cap.