Consolidated View of Accounts
Highlight Red Flags
Understand Your Data
Do you know what investments you own?
Are you paying enough attention?
Life gets REALLY BUSY. With accounts spread out all over the place and numerous, confusing brokerage statements that go largely unread each month, it's difficult to stay on top of it... And not paying attention can be very costly.
Introducing SPOTLIGHT Portfolio Tracking & Oversight
SPOTLIGHT is an investment portfolio tracking and monitoring service offered through Curtis Advisory Group, LLC. We can dive beneath what is shown on your monthly statements to show you what investments you own, how they are allocated, how they are performing, and translate it into a language you can understand.
Independent, consolidated reporting of all your investment accounts
Ongoing, real-time analysis of your individual holdings and risk targets
Uncover hidden costs and embedded fund fees
No need to transfer or move any accounts
Dedicated investment advisor to translate your data with regular updates
How We Can Help
Multiple accounts, multiple advisors*
We'll bring all your accounts together and coordinate the different strategies being implemented across your portfolio so you see the whole picture. We'll check for blind spots, gauge fee levels, and inform you when things get off track.
*No need to move accounts. We connect with hundreds of institutions. You can keep your accounts and advisors, as-is.
For those who like to manage their own portfolio but the balance is getting too big to fail, get a valuable 2nd Opinion. You keep control over your accounts, we'll highlight potential risks and important details. We can discuss ideas and strategy, as well as provide feedback on what's working and what isn't.
Advocate for Aging Parents
For those that are unsure of how your parents' accounts are being managed and would like to keep a closer eye on things, with their permission, we can report investment selection changes, track income and cash flows, and keep you updated on the overall health of the portfolio.
What Makes SPOTLIGHT So Different?
SPOTLIGHT brings the fiduciary-level of transparency and oversight that clients demand for their investment portfolio. Investment selection should be in your best-interest, fees should be reasonable, and you deserve to know the good, the bad, AND the ugly. But that's not always the case.
One of the best features of SPOTLIGHT is that we're committed to improving upon your current situation. Other services might pressure you to move accounts over to them. You don't have to move any accounts to use SPOTLIGHT. Our reporting is done independently, with NO external motivations and NO ACCESS to the funds in your accounts. Account data is imported daily through a secure online portal.
First 10 Accounts
Over $5 Million in Assets
NO upfront fees. NO long-term contracts. SPOTLIGHT Portfolio Tracking and Oversight services are provided on a month-to-month basis for a flat, fixed fee, so you can use it as long as you want.
The monthly service fee equates to an additional 0.36% (or less) annually for households with over $1,000,000 in trackable assets.
If you'd like a clear picture of what you own in your different investment accounts, SPOTLIGHT can do the heavy-lifting. Call us at (805) 963-6181 and GET STARTED TODAY.
Want to see how it works? Schedule a DEMO.
SPOTLIGHT Portfolio Tracking & Oversight is a service provided by Curtis Advisory Group, LLC, a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. We cannot guarantee the use of this service will improve your investment portfolio or achieve the recommended outcomes. SPOTLIGHT service fees are in addition to any compensation/advisory fees being paid to your current advisor (if you have one).