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 holdings in a portfolio including Individual Equities, ETFs and Mutual Funds.

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 WealthTrust 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.