When was the last time someone reviewed your portfolio?

When was the last time someone reviewed your portfolio?

Bring in your portfolio (even if it’s not with us) and let’s make sure your investments are working for you. We’ll take a close look and make recommendations. If we think everything’s working fine, we’ll let you know that too— because sometimes the best action is no action.

Please call us at (859) 233.0400 or email us at info@dupreefinancial.com for more information or to schedule a complimentary appointment. We look forward to seeing you soon!

The content on this site is provided as general information only and should not be taken as investment advice. All site content shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of sponsors or firms affiliated with the author(s). The author may or may not have a position in any company or advertiser referenced above. Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility.



No Comments

Post A Comment