Susan Pevear, CFA

Portfolio Analysis
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Susan P. Pevear, CFA

 PORTFOLIO

ANALYSIS

www.portfolioanalysis.biz

A Second Opinion Service

Administrative

Internal staff is responsible for invoicing, fee collection, the review and signing of engagement agreements, and other business-related matters.  

Portfolio Analysis' administrative department facilitates the orderly execution of the investment review process - the initial definition of the overall review, signed contractual agreements, communication of the estimated cost and delivery date, and other steps to ensure that the client understands what to expect.  

 

Mailing: The postal address for Portfolio Analysis is 2A Oak Street, Medway, MA 02053

Meetings: Arranged with the client, at locations of mutual convenience.  

 

E-mail:  spp@portfolioanalysis.biz
Phone: (781) 863-2990 Fax: (508) 321-1421

[Portfolio Analysis ] [Basic Services] [Fee Schedule] [Commentary] [Background] [FAQ] [Writing Samples] [Research Sources] [Other Services] [Administrative]