ETF Allocation Review
A full review of your ETF holdings with target allocation ranges, concentration checks, and agreed rotation triggers.
Consultations
Each engagement is a conversation with paperwork attached — holdings reviewed, ranges agreed, and rotation criteria written down so you know when to act and when to wait.
Portfolio Health Check
A compact diagnostic for ETF portfolios that have grown by accretion rather than by plan.
Rotation Watch Session
A shorter sitting to test whether current market conditions justify a tilt inside the ranges you already hold.