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Investment Portfolio

Save time and money with our powerful investment portfolio review checklist (New for 2024).

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investment checklist.PNG

By completing this checklist, you will learn to identify:

Investment objective issues

Time horizon and risk tolerance issues

Diversification and asset allocation issues

Tax issues

Performance issues

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More about this offer

Whether you are a novice or experienced investor, it is critical to review your investment portfolio to help you grow and preserve wealth.


Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your investment strategy, ensuring alignment with your financial goals.  

If you want to know how to review your investment portfolio, then this investment checklist is for you.

What Will You Learn in This Checklist?

In this investment checklist, we cover a number of planning issues that you need to consider in many different areas of personal portfolio management. 

Frequently Asked Questions (FAQs)

Why do I need to fill out the information requested?

We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the Covenant Wealth Advisors site to your needs; (b) send our free retirement and investing insights newsletter 1-2 times per month. You can read more about our privacy policy here.

Is this really free?

Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have retirement questions!

Get started with your free investment portfolio checklist.

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