Ed Butowsky, Kim M. Sams, and the CCIM Team of financial professionals utilize state-of-the-art analytical tools and quantitative research strategies to diagnose investment portfolios.

Chapwood Forensics provides high-net-worth individuals a comprehensive and detailed forensic analysis of their investment portfolio. Our complimentary service reveals deficiencies in a portfolio and offers quantitatively-driven wealth management solutions to target higher returns with less risk.

Try our new Chapwood Investment Portfolio Score Tool and rate your current portfolio now, then schedule an appointment for an in-depth analysis.

Information we analyze for you in your detailed forensics evaluation:

  • Rate of Return
  • Standard Deviation
  • Sharpe Ratio
  • Minimum ROR
  • Maximum ROR
  • Begin Value
  • Minimum Value
  • Maximum Value
  • Inflation
  • Management Fee
  • Transaction Fee

During your forensics evaluation, we will also cover the following topics with you:

  • How your Investment Score is the key to targeting higher returns with less risk.
  • How the most sophisticated investors manage their money and why it works.
  • What the top 5 mistakes investors make and how to avoid them and to correct them.
  • Do you know your  ROR/STD and Sharpe Ratio? If not, we will show you why you need to know these key statistics for your portfolio.
  • What percentage of your portfolio you should have in real estate/private equity and venture capital.
  • How much your financial advisor is charging you, including investment and management fees.
  • Why financial advisors are incentivized to pick certain investments over others.
  • Demonstrate precisely where your hidden fees are hiding.
  • Why you should never own a mutual fund or bond fund and why your financial advisor wants you in them.
  • Why investment firms want you investing in separate money manager accounts.
  • How much you pay for annuities and why your financial advisor wants you in them.
  • We will give you 4 Questions to ask your current financial advisor with the correct answers in order for you to determine if he/she truly knows and understands investing.