Performance Review 

Sometimes, a measure of comfort can come from having a second set of objective eyes on your investment performance to help evaluate whether you are on-track to achieving your goals.    We have observed that investors can benefit from seeing how their performance stacks up relative to the risks they are taking, broader indexes and the performance of peers.   Harpswell’s performance review can be a low-cost way give your portfolio a diagnostic review while maintaining your existing advisory partnership.   Reach out to inquire about how we can give you more clarity on investment performance.