How often does WealthStep monitor my investments?

By
7 years ago

WealthStep monitors investments in portfolios built by WealthStep regularly as part of a formal investment due diligence process. Certain monitoring activities are conducted yearly (asset allocation study reviews), quarterly (regular investment manager/mutual fund due diligence) or more frequently (as research needs arise, for example, if there were significant long-term performance concerns relative to the market, or organizational problems at a given mutual fund or ETF that might be cause for researching an alternative investment vehicle as a replacement).

This article is for informational and educational purposes. Any hyperlinks to third party websites are not endorsements and outside content is believed to be reliable but has not been independently verified. Consult an objective financial advisor for guidance as appropriate.