Office of James Rockwell & Zach Carothers
Compare Your Current Investment Portfolio
See how your current portfolio stacks up against a custom, proposed portfolio.
Compare Hypothetical Performance Against:
Your Current Portfolio (Past 10 Years)
The Great Recession
2013 Bull Market
Rising Interest Rates (2013)
Covid-19
How it Works
No-Obligation Strategy Call
Our portfolio comparison process starts with an initial strategy call. We want to get to know you as a person, your goals, your current investments, and how we can best serve you. Here, we will set the groundwork for the proposal creation process.
Schedule Your Call →
Investment Proposal Creation
Once we've had ample time to meet with you and review your current portfolio, you will then take a quick, yet effective risk tolerance questionnaire. This will give us insight into your risk tolerance and overall investment goals, so we can best craft a portfolio aligned with your investment objectives.
Proposal Review & Implementation
Once finalized, we will jump on a review call and walk you through the proposal. Included is a comprehensive review of your hypothetical performance and a stress test focused on: the Great Recession, 2008 Bear Market, 2013 Bull Market, Rising Interest Rates (2013), and the COVID-19 Shutdown.
Comprehesive Invesment Review
Review Your Asset Allocation
Review Your Sector & Style Breakdown
Review Your Portfolio Concentration
Review Your Asset Location
Review Investment Portfolio Holdings
Schedule Your No-Obligation
Strategy Call
Fill out the form and schedule your call with Zach Carothers.
Zach Carothers – Financial Advisor
208-983-3027
zach.carothers@lpl.com
*Zach Carothers will personally reach out to schedule your no-obligation strategy call.
Important: The projections or other information generated by an investment analysis tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Hypothetical past performance illustrations are created with the benefit of hindsight and can be manipulated by choosing investments with better performance. These figures may exclude commissions, sales charges or fees which, if included would have a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.