Andrew Parrillo helps you understand exactly how investment fees impact your future portfolio value and whether your portfolio matches your true risk tolerance. With four decades of institutional investment experience, he founded Newport Capital Advisers LLC in 1995, managing portfolios for endowments and family offices until retiring in 2020.
His book "Beat the Wealth Management Hustle" (January 2024) reveals how ongoing fees and mismatched risk profiles can cost investors hundreds of thousands of dollars. A complimentary data-driven five minute risk questionnaire will calculate your personal risk score that can be used to build a portfolio that aligns with your actual comfort level not what someone else thinks you should want.
Through his new era fixed-fee advisory practice, Parrillo Investors LLC advocates efficient investing. You should know your portfolio's probable risk and return over different time periods in clear dollar terms, so you can make informed decisions about your financial future with confidence.