A.S.A.P. Advisor Services, Inc. - Investment Marketing Services

Portfolio Analysis

Portfolio Analysis delivers insight into the factors that make your portfolio move and illustrate how your investment decisions affect portfolio performance.

Portfolio Analysis' characteristics reports provide a fundamental overview of your portfolio compared to a given benchmark. Research market capitalization, valuation measures, growth rates, profitability ratios, and other financial ratios for your portfolio and selected benchmarks.

You can analyze portfolios on an absolute basis or compare portfolios to one or more benchmarks. Calculate performance on an absolute basis or investigate sources of over- and under-performance versus any benchmark, and integrate real-time information with historical data to view any report on an up-to-the-second basis.

Call (212) 699-6465 or click here to send us an e-mail for a free consultation on how we can help you attract new clients, increase your productivity, and improve your competitiveness.

Database Updating Service

ManagerQuest® : a simple solution to your performance reporting and data distribution needs. Do you want to reach investors and consultants actively searching for money managers? Do the industry's leading investment consultants, research firms, databases and directories have an up-to-date profile of your firm and your products? These investment consulting firms and third party databases and directories provide private and institutional investors with an opportunity to search for qualified money managers.

If you don't have the time or resources to manage your marketing activities to these and other interested parties, we can help. Our experienced team can ensure that your firm is registered with the appropriate databases and directories and then maintain your profile and performance history with our ManagerQuest® Data Management Service.