Your Portfolio. Our Fiduciary Analysis.
In Just 5 Business Days, Get a Detailed Portfolio Stress Test Report with Risk, Diversification, and Tax Insights
Stress testing your portfolio based on a variety of scenarios is a healthy practice to ensure your existing Naples wealth management firm is guiding you safely toward or through retirement. Moran Wealth Management® offers a free portfolio stress test. Here is what you get in five business days:
- Scenario‑based drawdown and recovery estimates across historical and hypothetical markets
- Factor and sector concentration review to highlight hidden risks
- Asset allocation and diversification scorecard
- Cost and tax‑efficiency observations
- Actionable options to align risk with goals
After our portfolio review, you will receive a comprehensive portfolio stress test that provides deeper insights than typical portfolio reviews. We model scenario‑based drawdowns and recovery timelines across major historical events—such as the 2008 financial crisis or 2020 pandemic shock—and forward‑looking hypothetical markets, so you can see how your holdings may behave under pressure. Our review highlights factor and sector concentrations to expose hidden risks, while also providing a clear allocation and diversification scorecard. We assess costs and tax‑efficiency to identify areas where expenses or tax drag may erode long‑term outcomes. Finally, we outline actionable options designed to help align your portfolio’s risk profile with your personal financial goals, giving you an independent, fiduciary‑driven perspective to support smarter decision‑making.
No cost. No obligation. This analysis is educational and not a guarantee of future results.
Start Your Free Portfolio Stress Test Here
See how your investments may behave across real‑world market scenarios—before the next downturn tests them for you.
I agree to receive communications from Moran Wealth Management® and understand this assessment is educational and not personalized investment advice.
Recognized Across the Industry
How It Works
1. Share Basics
Privately meet with our team for a brief review of your existing portfolio (the more you provide, the better).
2. We Analyze
Our team of specialists runs multi‑scenario stress tests and risk diagnostics against your portfolio.
3. Review Together
Meet for a 30‑minute consultation to walk through findings and discuss how to implement any changes.
Who Does This Portfolio Stress Test Help
This portfolio stress test is not just for one type of investor. Our comprehensive portfolio risk analysis considers various characteristics including time horizon, risk propensity, and more which benefits various scenarios.
Pre‑retirees curious about when they can retire
Business owners with concentrated positions
High‑net‑worth families evaluating risk
Diligent savers wanting an independent second opinion
Retirees evaluating income stability with RMDs
Diligent savers that can see retirement on the horizon
Your Partner in Private Wealth
Meet Your Advocates
Thomas M. Moran, AIF®
Chairman | CEO | CIO
Donald E. Drury
President
Charles E. Chesebrough Jr, CFA
Managing Director | Head of Quantitative Strategies
Corey Grant, CFP®, ChFC®
Executive Vice President
Michael Mongin, CPWA®
Senior Vice President
Aaron Simpson
CFP®, CLU®, ChFC®, RICP®
Senior Vice President
Julie Rich, CFP®
Senior Vice President
Your Partner in Private Wealth
Meet Your Advocates
Before You Decide: Get the Information You Need
What exactly is a portfolio stress test?
A structured assessment of how your current investments might behave under several market conditions (e.g., rapid rate increases, equity drawdowns), based on historical and hypothetical scenarios.
Is this really free?
Yes. There’s no cost and no obligation to become a client.
Will you manage my portfolio after the review?
Only if you choose to engage us. The review stands alone as an educational assessment.
Do I need to provide statements?
It helps us tailor the analysis, but you can proceed without it.
Will this include specific investment recommendations?
We provide observations and options. Formal recommendations require a separate, personalized engagement under an advisory agreement.
How long does it take?
We typically deliver the assessment within five business days of receiving sufficient information.
Will you keep my data secure?
We use industry‑standard safeguards as it relates to maintaining financial documents. And we will never sell your information.
Ready to see how your portfolio might hold up?
For many investors, understanding how their portfolio may respond to stress is not a luxury but a necessity. Retirees and pre-retirees can use this analysis to evaluate the stability of their income streams and the sustainability of withdrawals. Business owners often carry concentrated positions that may expose them to outsized risks, making an independent assessment particularly valuable. High-net-worth families benefit from insights into how risk budgets play out across multiple accounts, trusts, and entities. And diligent savers—those who have built wealth methodically—gain peace of mind from an unbiased second opinion. By offering this breadth of perspective, our free stress test empowers a wide range of individuals to align investment strategies with their life goals.
Start Your Free Stress Test
Talk to one of our fiduciary advisors to review your portfolio.
I agree to receive communications from Moran Wealth Management® and understand this assessment is educational and not personalized investment advice.
Investments involve risk, including possible loss of principal. Stress testing models are based on assumptions and historical data and are not guarantees of future results. This material is for educational purposes and not individualized investment advice. Moran Wealth Management is an investment adviser registered with the SEC. Registration does not imply a certain level of skill or training.