I would like you to analyze my investment portfolio, and suggest ways for me to restructure the portfolio, but I would like to continue to manage the portfolio by myself. Can you help me?

Unfortunately, the answer is no. We have found that we do not work well with “do-it-yourselfers” because 1) we never know if they will implement our suggestions, 2) they don’t have access to the same products and services we have and 3) we find it difficult to design a portfolio based on their limited investment options.