TIME FOR YOUR
PORTFOLIO CHECKUP
YOU MANAGE IT,
WE EXAMINE IT
We have the designations,
you receive the insights.
MAINTAIN INDEPENDeNCE
REAL INSIGHTS REAL ANALYSIS
You invested your own money, built your own portfolio, you follow the markets but even the most confident investors want validation.
DIYVest is the new portfolio check up service from Stonewater Financial, designed for those who want to manage their own money but value a professionals’ second set of eyes as validation and approval. Whether you’re looking for a one-time deep dive or ongoing feedback, we provide an objective evaluation of your portfolio’s strengths, risks, and opportunities.
Today, 11:00 AM
Do I have the right holdings?
Do I have too much exposure to one individual company?
Is my portfolio balanced?
Should I reduce my exposure, add or exchange?
How does my holdings hold up in today's macro environment?
What is a
Portfolio Checkup
Deliverables
Evidence-based analysis of your portfolio and holdings. Providing you with the framework to make your own decisions.
A custom report outlining major trends, risks, and gaps in your portfolio
A 15-minute explainer video from one of our wealth managers highlighting:
- Red flags & overexposures
- Suggestions for moves or trims
- Portfolio health in the current market
Professional review packaged in a simple executable fashion. Gain access to valuable insights and institutional research.
Choose Your Option
One-Time Portfolio Check
$360
Perfect if you want a comprehensive, independent analysis today; before earnings season, a major rebalance, or as part of your yearly strategy.
Ongoing Portfolio Oversight
$99/MO
Includes a continuous portfolio monitoring and monthly report – featuring trend analysis tailored to the changing economy.
Why Investors Choose DIYVest
Maintaining Control
We’re not trying to manage your assets, you remain in control.
Avoid Advisory Fees
Pay only for the advice, not the MERs
Work on your terms
You decide how often you want our team’s insights.
Stay In The Driver’s Seat
We help you read the map and make the ultimate decision
Built by Stonewater, Designed for you
DIYVest is created by Stonewater Financial, a boutique wealth management firm serving clients across the U.S.
This service is led by Steven and the Stonewater team, combining macroeconomic experience with real-world technical analysis.
We built DIYVest for the investor who reads financial news, listens to podcasts, and follows the markets but still seeks guidance.
Set it and forget it? Buy the dip? Hold on for dear life? What should I do?
Ready to Get Started?
Still have questions?