Portfolio Review

Our advisors’ combined 150+ years of investment advisory experience at Broker Dealers, Banks, and SEC-Registered Investment Advisory (RIA) firms allows us to offer unique insight into your portfolio.

Over the years, we have come to appreciate that strong diversification, low fees and tax-efficient strategies form the basic building blocks of a solid investment program. Unfortunately, most financial advisors recommend portfolios that are poorly diversified, expensive and/or tax inefficient in our view.

Our complimentary portfolio review
is designed to help you understand:

Portfolio allocation vs. lifetime financial goals and potential gaps

Tax inefficiencies

The impact of excessive or hidden fees and expenses

As experienced advisors, we aim to deliver the best investment advice and serve our clients by always putting their interests first. We have also seen the flaws that exist in the investment approaches of many of our peers.

What to expect?

Based on a review of your financial holdings, risk assessment, and investment objectives, we will conduct a substantive review of your portfolio and provide an analysis via Zoom or in-person that includes:

Portfolio Review Components

• Your overall allocation and how it may or may not meet your long-term financial needs
•Recent performance of your assets and overall allocation vs. benchmark returns
•Advisory fees and hidden/less obvious commissions, spreads and fee-inefficient holdings
• Any tax inefficiencies within your holdings
•Our recommendation designed to optimize risk, return and cost-efficiency

Thank you for your interest

To get started with a complimentary portfolio review, please enter your contact information below and one of our advisors will reach out to you.

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1 Source: Forbes
2 Evoke Advisors, LLC (“Evoke”) is not affiliated with Forbes or SHOOK Research, LLC (“SHOOK”) and has not received compensation from nor providedcompensation to Forbes or SHOOK. This ranking should not be interpreted as an endorsement and no ranking or award implies any level of skill ortraining. The ranking is not indicative of Evoke’s past or future performance. The opinions of clients who responded to any surveys included in the rankingsmay not be representative of the experience of other clients. Forbes’ list was compiled by SHOOK, which uses quantitative and qualitative data, includinginterviews, to rank member firms. SHOOK performs deep due diligence as the basis for its rankings. The Forbes ranking of America’s Top RIA Firms,developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligenceinterviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experienceand those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives andlack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. SHOOK scours the financial services industry for nominations.SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. As of this date, SHOOK has receivednearly 36,535 nominations—advisors who meet SHOOK’s thresholds. 21,116 of these nominees have taken an online survey. SHOOK Research createsrankings of role models—firms that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on bothquantitative and qualitative factors, including telephone and in-person meetings, is imperative. For more details on the ranking methodology, please visit: