Engagement
Quarterly Portfolio Drift Assessment
A scheduled check of allocation drift, fee history, and whether your Desktop thresholds still match how you trade.
Scope
Every quarter we compare your current weights to the targets set in a prior review, note which venues absorbed the most fee drag, and adjust Desktop drift thresholds if your trading rhythm has changed.
Included
- Drift report against last agreed targets
- Fee notes based on the trades you share
- Threshold recommendations for the next ninety days
Best fit
Investors who already completed a Multi-Exchange Portfolio Rebalancing Review and want a calendar rhythm rather than ad-hoc calls.
Next step
Mention “quarterly assessment” when you write to us. We align the first date to your last rebalancing window.