Bloomsbury Associates
BrokerCheck
Bloomsbury's BrokerCheck is a free portfolio analysis report for $1M+ portfolios, prepared for you by Accredited Investment Fiduciaries (AIF©).
Upload your broker statement and we'll go through it properly - fees, performance, diversification, tax structure, and any signs of conflicts of interest. No appointment needed, no obligation, and no charge.
- Reviewed by qualified, experienced advisers at a CEFEX-certified advisory firm.
- Bloomsbury Associates are an independent adviser - we don't take commissions or earn money from trading.
- BrokerCheck is a free, detailed analysis of your broker portfolio.
- No obligation to act on the report now or in the future.
- Completely confidential.
Request a BrokerCheck report now
How it works
Bloomsbury's BrokerCheck is straightforward. No meetings, no lengthy questionnaires. All we need is your portfolio statement. Our qualified advisers and accredited investment fiduciaries will take care of the rest.
No in-person appointment needed. Just provide a recent PDF statement from your broker. We'll need your name, and for you to sign a brief scope of engagement.
Our advisers study your portfolio with fresh eyes. Subject to the information you upload, we'll look for conflicts of interest, analyse your portfolio's asset allocation, consider your portfolio's tax efficiency, evaluate your historical returns, and investigate the costs and fees.
We email you a clear, plain-English report with our findings. We'll tell you what's working, what isn't, and what a better structure might look like.
BrokerCheck is limited to portfolios of $1M or more. For other enquiries, please complete our consultation form.
Get your free BrokerCheck report
Free · Confidential · No obligation
Bloomsbury Associates reserves the right to refrain from providing a BrokerCheck report. If a BrokerCheck report is provided, we endeavour to produce it in 2-3 weeks, however reports may take longer based on availability.