The 17 Point Check

The 17 POINT CHECK

How Healthy is Your Portfolio?

 

Our proprietary 17 Point Check, also known as an Equity Portfolio Review, was designed to help an Advisor and their client understand the underlying “health” of the equity holdings in a portfolio.  A comprehensive report with important categories such as PEG Ratio (Price to Earnings/Growth), EPS (Earnings per Share) Surprises, Price to Sales ratios help you evaluate the holdings vs. standard benchmarks as well as the averages of our DBS Portfolios. 

 

Price appreciation alone does not indicate overall “health.”  We want to look deeper, offer comparatives, and see the “health” of the companies where an investor currently has hard earned money invested.  Our 17 Point Check is offered complimentary and without obligation.

TAMP Advisory Solutions, LLC is a Registered Investment Advisor (RIA) DBA WealthTrust Asset Management.  Additional information about TAMP Advisory Solutions, LLC is available on the SEC's website at www.adviserinfo.sec.gov.  The company's CRD number for a SEC site search is 174901.

LOCATION

Destin, Florida

4458 Legendary Dr.

Suite 140

Destin, FL 32541

CONTACT US

EMAIL:  john@wealthtrustam.com

Phone: 850.460.8440

Toll Free: 844.460.8444

Fax: 850.460.8443