Join The Portfolio Checkup Waiting List

Ooops! This is awkward…

In our mission to provide the highest level of service, we have capped the number of clients we are supporting at this time.


Please hold tight as we hire additional staff to meet our growing demand. By adding your name to the waiting list below, we will contact you as soon as this service is ready to serve your investing needs!


(submit button will be deactivated if you have already applied)


In the meantime, we encourage you to please use the ‘Ask Us Anything‘ feature so that we may begin answering your burning questions right away!