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| B.C. Advisors LLC offers the best in portfolio diagnostics. We have a myriad of tools to analyze a portfolio from several perspectives. Our detailed analysis on the current asset allocation model assures the overall portfolio is performing as expected. The next level involves drilling down to the underlying components of that model to make sure our clients’ portfolios are performing to our satisfaction on a risk-adjusted basis. Additionally, we proceed to confirm on a security-by-security basis that the portfolio is properly diversified from an asset class viewpoint and on an overall sector or regional basis on equity investments. On fixed income portfolios, we look at cash flow needs and coordinate distributions, call dates, and maturities to work together. |
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