Is your investment portfolio actually performing? Or just sitting there?

Get expert investment portfolio performance analysis from a CMT Level 3 Charterholder in 48 hours. Uncover hidden drag on returns, concentration risks, and missed opportunities.

✓CMT Level 3 (~2K Globally)
✓25+ Years Experience
✓Zero Conflicts of Interest

Join 200+ investors. Launching January 2026 • Priority access for first 100 members

Real Investors, Real Results

"I was 47% in tech stocks without realizing it. The review showed my hidden concentration risk and recommended specific rebalancing. Made the changes and slept better through the last correction."

MK
Michael K.
Software Engineer • $840K Portfolio

"I set up my portfolio in 2020. Haven't really touched it since. But the market changed. My life changed—got married, had a kid, completely different goals now. The review showed my 2020 aggressive portfolio was totally wrong for my 2025 life. Made the adjustments that same week."

VK
Vishank K.
Product Manager • $650K Portfolio

"My advisor kept saying 'stay the course' during the banking crisis. The CMT analysis showed I was overexposed to regionals. Trimmed 15% before the worst hit. Saved me $34K."

SR
Sarah R.
Marketing Director • $1.2M Portfolio

"Best $99 I ever spent. Found out I had zero inflation protection and too much rate sensitivity. The specific recommendations gave me a clear action plan instead of vague advice."

JL
James L.
Retired Teacher • $520K Portfolio

The Silent Portfolio Drift

You built a portfolio 3 years ago. Set it. Forgot it.

But here's what happened while you weren't looking:

→ Your tech stocks grew 40%. Now you're dangerously concentrated.
→ Your "diversified" portfolio? Actually 73% correlated.
→ Your goals changed. Your portfolio didn't.

You're either too concentrated (one crash wipes you out) or too diluted (20 holdings, zero real growth).

And the worst part? You don't even know which one you are.

💸 What Inaction Costs You

A $500K portfolio with poor positioning during a 20% correction:

Well-positioned portfolio (8% defensive)-$84K loss
Poorly positioned (unaware risks)-$117K loss
Cost of Not Knowing Your Risks$33,000

✨ Stop Guessing. Start Knowing.

In 48 hours, you'll know exactly where you stand:

✓ If your portfolio matches your actual goals (not what they were 3 years ago)
✓ If you're concentrated in hidden risks you can't see
✓ If you're so diluted you'll never build real wealth
✓ If your "passive" portfolio is passively failing
✓ Exactly what to change (3-step action plan)

No more wondering. No more anxiety. Just truth from a CMT Level 3 expert with zero conflicts.

Why Expert Portfolio Reviews Are Out of Reach
(Until Now)

The market forces you to choose between bad options. We're changing that.

🎁

Free "Second Opinions"

$0 upfront
Then 1% AUM forever = $10,000/year on $1M
  • ❌ Sales pitch disguised as advice
  • ❌ Goal: Convert you to their AUM program
  • ❌ Conflicts of interest everywhere
  • ❌ Book consultation → wait weeks → multiple meetings
If it's free, you're the product
💰

Traditional CFP Reviews

$2,500 - $5,000
Comprehensive financial planning
  • ❌ Overkill if you just want portfolio review
  • ❌ Want long-term comprehensive relationship
  • ❌ Wait 2-4 weeks for appointment availability
  • ❌ Multiple meetings, lengthy process
Great service, wrong scope & price
⚡

WealthPerform

$99
One-time fee. That's it.
  • ✅ Expert CMT Level 3 analysis in 48 hours
  • ✅ Zero upsell pressure - one and done
  • ✅ No conflicts: We don't sell products or manage money
  • ✅ Submit form → Get report → Take action
Expert analysis without the BS

⏱️ Speed Matters When Markets Don't Wait

📅
Traditional Advisors
Book consultation → Wait 2-4 weeks → Multiple meetings → Finally get insights
3-6 weeks
→
⚡
WealthPerform
Submit form → Get expert analysis → Take action
48 Hours

Before vs. After Stopping the Drift

❌ Portfolio on Autopilot (Drifting)

  • Set it years ago, haven't touched it since
  • No idea if you're too concentrated or too diluted
  • Don't know if it matches your current goals
  • Wondering: "Am I missing opportunities?"
  • Wondering: "Am I taking hidden risks?"
  • Every market drop triggers panic
  • Feel like you're flying blind

✅ Portfolio Aligned to Reality

  • Know exactly where you stand TODAY
  • Clear view: concentrated or diluted
  • Portfolio matches your CURRENT goals
  • Identified opportunities you were missing
  • Identified risks you couldn't see
  • Confident through market volatility
  • Making decisions with data, not fear

What You Get: Expert Portfolio Review

Quick yet thorough review covering these critical aspects:

Your Expert Review Includes

🎯 Market Positioning Quick Check$150 value
⚠️ Hidden Risk Exposure Review$200 value
📋 3-Step Action Plan$100 value
🛡️ Crisis Scenario Quick Test$175 value
💡 Opportunity Gap Identification$125 value
📊 Key Technical Indicators Check$150 value
Total Value:$900
Regular Price: $297
$99
🎁 First-Time Customer Promotional Rate
Limited to first 100 customers · Price increases to $297 after promotion
🛡️ 100% Money-Back Guarantee
If you don't find at least 3 actionable insights, full refund. No questions asked.
25+
Years Analyzing Markets
~2K
CMT Level 3 Globally
5+
Major Crises Navigated

I've analyzed portfolios through dot-com crash, 2008 financial crisis, COVID, and today's volatility. I know what works and what doesn't. Zero conflicts of interest — I don't manage money or sell products. Just honest, expert analysis from someone who's seen it all.

Exactly What You'll Receive

Within 48 hours of submitting your portfolio

🎯

Current Market Positioning

Exactly where you stand for this volatility. Too aggressive? Too defensive? Get specific percentages and recommendations.

⚠️

Hidden Risk Exposure

Uncover what you don't see: sector concentration, rate sensitivity, inflation gaps, correlation risks.

📋

Specific Action Plan

Not vague advice. Concrete steps: "Trim tech from 40% to 25%", "Add 10% defensive", "Rebalance timing".

🛡️

Crisis Readiness Score

Know your vulnerabilities: What happens in a 20% drop? Recession? Inflation spike? See your weak spots.

💡

Missed Opportunities

Where you're underweight. Sectors to consider, hedging strategies, better positioning for upside.

✅

Peace of Mind

Sleep better at night. An independent CMT Level 3 expert validated your strategy or showed you exactly what to fix.

Common Questions

Why do I need this if I have a financial advisor?+
Second opinions are critical in volatile markets. Your advisor may have conflicts of interest (they sell products), be overworked with hundreds of clients, or simply be wrong about current conditions. A CMT Level 3 provides unbiased technical expertise with zero conflicts—I don't manage money or sell you anything. Just pure analysis.
How is this different from robo-advisors?+
Algorithms use historical data and can't adapt to unprecedented events. They follow rules, not insights. A human CMT expert analyzes YOUR specific situation in the CURRENT market environment—something no algorithm can replicate. I've seen crises that aren't in any historical dataset.
What information do I need to provide?+
Just your portfolio holdings (ticker symbols and percentages). Optionally, you can share: age, risk tolerance, investment timeline, and specific concerns. The whole submission takes about 2 minutes. No account logins or sensitive information required.
What types of investments do you analyze?+
We analyze all types of investment products: stocks (US and foreign), bonds, ETFs, mutual funds, cryptocurrencies, REITs, structured products, options, commodities, and alternative investments. Whether you have a simple portfolio of index funds or a complex mix of international equities and structured notes, we provide expert analysis on your entire holdings.
What's included for $99?+
Everything: market positioning analysis, hidden risk exposure report, 3-step action plan, crisis scenario modeling, opportunity gaps, and technical chart review. You get a comprehensive 8-12 page PDF with specific recommendations. Compare that to $5-10K/year most advisors charge, or $300-500 for a one-time consultation.
How long does the analysis take?+
Maximum 48 hours, most within 24 hours. You'll receive a comprehensive written analysis delivered as a PDF, plus specific recommendations you can implement immediately. No waiting weeks for an appointment or generic report.
What if I don't find it valuable?+
100% money-back guarantee. If you don't find at least 3 actionable insights in your review, I'll refund every penny. No questions asked. This only works if it delivers real value—and it does. Less than 0.5% of reviews get refunded.
Why not just get a free "second opinion" from other advisors?+
Simple: if it's free, you're the product. Free portfolio reviews from financial advisors are sales funnels designed to convert you into an Assets Under Management (AUM) client. They charge 1% annually—that's $10,000/year on a $1M portfolio, or $100K over 10 years. They have a massive conflict of interest: recommend you stay invested so they keep earning fees. We don't manage money, don't sell products, and have zero incentive to upsell you. You get true, unbiased analysis for a one-time $99 fee.
How is this different from hiring a CFP for $2,500-$5,000?+
Traditional CFPs charge $2,500-$5,000 for comprehensive financial planning—which includes estate planning, insurance review, tax strategies, retirement projections, and portfolio analysis. That's great if you need all of it, but massive overkill if you just want your portfolio reviewed. We're laser-focused on one thing: analyzing your investment holdings for risks and opportunities. You get expert CMT-level analysis in 48 hours for $99 (promotional rate, normally $297), not weeks of back-and-forth for thousands of dollars. Different scope, different speed, different price.
Why should I trust your recommendations?+
Because we don't manage money, we're 100% aligned with your interests. We have zero conflicts of interest—no asset management fees, no product sales, no reason to recommend staying invested if you shouldn't. Our only incentive is providing valuable analysis so you refer others. That's it.
Why is it $99 now but $297 later? What's the catch?+
No catch—this is a first-time customer promotional rate limited to the first 100 customers. We're launching this service and want early adopters who'll provide feedback and testimonials. Once we hit 100 reviews and validate the model, the price increases to the standard $297 (which is still 88% cheaper than traditional advisors charging $2,500+). If you're reading this and the $99 rate is still available, you're early. Lock it in now.

Get Clarity Before the Next Market Move

Zero Conflicts and 100% independent expert analysis

⏰ Limited Availability: First 100 early access members get priority review queue + lifetime 67% discount on future reviews ($99 forever, not $297)

Launching January 2026 • Secure your priority spot today