Investment Performance Analysis, LLC is a Bradenton-based company that offers unbiased and conflict-free analysis of portfolio investment performance. They provide a range of services for investment committees, trustees, and private investors, helping them understand their portfolios and make informed decisions about their future direction.
The company's factual analysis, presented in an understandable format, includes calculations of portfolio rate of return, comparison of investment performance against appropriate benchmarks, analysis of industry group performance and weighting, as well as evaluation of individual equity, mutual fund, and ETF positions. With their expertise, Investment Performance Analysis aims to unravel the mysteries of portfolios and provide clients with the information they need to navigate the complex world of investments.
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