Investment Portfolio Review

Greetings, I am professionally qualified financial consultant from Sri Lanka. I have the experience in analysing stocks, bonds and investment portfolios and creating strategies to enhance inflows. Relevant Skills and Experience We can further discuss in the chat box.

Greetings ! I am a 'Dean Scholarship' recipient for (MBA in Finance) business graduate studies from NYU Stern, USA. I am CFA (USA) charter holder. I am expert in financial modelling and am part of JPMC (i-banking). I have access to Bloomberg, Financial Times, Wall Street Journal and Thomson Financial databases.

Hello there! I am a qualified Chartered Accountant who has worked on portfolios. I have knowledge of shares and bonds and can analyse the current value of your portfolio in terms of returns and period of holdings. Requesting you to please come on chat and discuss further so that we can ideally plan on the project. Regards, Yogesh

Hello Sir, I am the expert freelancer here. I am on the 6th position through out the world to deliver the quality job. I have deliver here more than 30 + projects with 100% client satisfaction. I can help you with Investment Portfolio Review I have more than 5 years of the experience in Accounting, Excel, Finance, Investment Research Please ping me for more discussion. Thanks.

Hi there, my name is Vasily, and it will be pleasure for me to join you as financial and investment expert for your business. I will contribute all my efforts, experience and skills for deliver best results to you and your business. You can have a look in my profile for references about quality of my work and my previous business experience. It would be great to have chat with you for discuss project in details. Looking forward to hear from you soon. Sincerely Yours Vasily

I believe that my experience and skill on investment Portfolio Review project and will prove to be of great help to you. Contact me to discuss more on the details

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Being an investment professional, my profile suits the most in recommending you the optimum portfolio solution to maximise the investment return. Relevant Skills and Experience Financial analysis, fixed income bond trader,Equity investor, portfolio management,

A highly professional and ethical expert with more than 20 years of experience and a series of success stories. Certified in 5 regional markets. Offering services in areas like Wealth Management, Financial Advice, Portfolio Management, Fund Engineering and Asset Allocation. Using the following methods, tools and techniques: 1. Carefully studying your needs and requirements. 2. Building your Risk Model 3. Analysing your current assets and resources.. 4. Building your investment and cash flow models. 5. Using Fundamental & Technical Analysis, sector analysis, socio-political analysis, macro analysis, Valuation Modelling and algorithmic analysis. 5. Offering new investment products and alternatives. 6. Periodic reporting 7. Performance measured against pre-agreed benchmarks and targets. Not your usual adviser, An outside of the box thinker Best regards,

I have 10 years practical experience in investment advise.

I hold the CFA (Chartered Financial Analyst) designation and have experience providing investment counselling services to high-net worth individuals. I am able to review your portfolio of stocks, bonds, funds, etc. and provide suggestions on rebalancing and diversification options after understanding your needs. I am based in Toronto, Canada.

I actually developed and applied quantitative models for optimal selection of hundreds of stocks, bonds and Forex assets based on Markowitz portfolio theory, "Value at Risk", DCF & multiple valuations. Can provide you advice on asset allocation, portfolio optimization on continuous basis.