You will get your investment account reviewed and a 1-page summary of suggestions
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Top Rated
Project details
You will get a thorough position by position review of your investment portfolio (up to 30 holdings) for the purpose of providing suggestions on how to potentially improve diversifcation, lower expenses, and/or enhance risk-adjusted performance.
Industry
Financial ServicesTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$195
|
Standard
$225
|
Advanced
$255
|
|---|---|---|---|
| Delivery Time | 7 days | 5 days | 3 days |
Personalized Budget Design | - | - | - |
Budget Visualizations | - | - | - |
Investment Portfolio Review |
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AB
A B.
Jul 20, 2026
30 minute consultation
I really enjoyed my first meeting with Andrew. He took the time to listen to my situation, communicated everything, and answered my questions. He is highly professional, and I feel very confident moving forward with him to explore my investment options
YS
Yenny S.
Jun 1, 2026
Stock Trading Coach
AA
Altimizo A.
Dec 20, 2025
Portfolio Review + Rebalancing Recommendations + 30-min Call
Great professional and nice person! Work was detailed, structured, on-time and with excellent communication.
KH
Kevin H.
Sep 12, 2025
30 minute consultation
AC
Anna C.
Sep 3, 2025
Senior Financial Research Analyst
About Andrew
Investment Research Consultant
100%
Job Success
Orchard Park, United States - 3:38 pm local time
I enjoy working with like-minded professionals on unique projects and strive to add value to my clients' processes. I specialize in providing support to investment groups and private DIY investors through education and ongoing guidance. My skill set includes:
- Stock Market Research
- Stock Recommendations
- Portfolio Modeling (ETFs, Funds, Stocks/Bonds)
- Global Economic Analysis
- Blog/Newsletter/Website Content
- Investment Committee Support
- Other Customized Solutions
^ 5% of my Upwork earnings are donated to the Pancreatic Cancer Action Network (pancan.org) in memory of my Dad.
Steps for completing your project
After purchasing the project, send requirements so Andrew can start the project.
Delivery time starts when Andrew receives requirements from you.
Andrew works on your project following the steps below.
Revisions may occur after the delivery date.
Upon completion of portfolio review a summary of suggestions is created.
Client receives a 1-page document