--- title: Investment Review Checklist | Exchange Capital Management description: Download our free checklist, and make sure you are checking all the boxes when it comes to reviewing your investment portfolio. image: https://www.exchangecapital.com/hubfs/Website%20Redesign%202020/ECM%20Office%20Photos%20(Blue)/ECM%20lobby%201%20(blue).jpg --- [![Exchange Capital Management](https://www.exchangecapital.com/hs-fs/hubfs/Logo/ECM_Hi_Res_Logo-white.png?width=1200&height=482&name=ECM_Hi_Res_Logo-white.png "Exchange Capital Management")](https://www.exchangecapital.com?hsLang=en-us) [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/e02bd15b-bd22-432e-ac6a-09b06bed4731.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/e02bd15b-bd22-432e-ac6a-09b06bed4731) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ** ** ** [![Exchange Capital Management](https://www.exchangecapital.com/hubfs/Logo/ECM_Hi_Res_Logo.bmp "Exchange Capital Management")](https://www.exchangecapital.com/?hsLang=en-us) [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ** ** ** Search **Menu** ** ** [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ![Mega](https://www.exchangecapital.com/hubfs/Act%2021%20Template%20Features/General%20Services%20Big%20Conference%20Room.jpg "Mega") # What Issues Should I Consider When Reviewing My Investments? Systematically reviewing your investment portfolio is a critical part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your investment strategy, ensuring alignment with your financial goals. A trusted financial advisor can help you work through these issues and work with you to stay on track to reach your goals.    This checklist outlines important considerations while reviewing your investment portfolios, and covers: - Investment objectives - Time horizon and risk tolerance - Diversification and asset allocation - Tax management, including capital gains and the NIIT - Performance monitoring ![Issues To Consider when reviewing investments](https://www.exchangecapital.com/hs-fs/hubfs/Issues%20To%20Consider%20when%20reviewing%20investments.png?width=900&height=698&name=Issues%20To%20Consider%20when%20reviewing%20investments.png) ![Investment Review Checklist](https://www.exchangecapital.com/hs-fs/hubfs/Investment%20Review%20Checklist.png?width=1400&height=1080&name=Investment%20Review%20Checklist.png) ## Click on the Checklist Above to Download ## Looking for More How To Guides? Subscribe to our blog and be the first to receive our bi-weekly posts paired with helpful step-by-step guides to tough financial topics. ### Subscribe Now We're committed to maintaining your privacy. Check out our [Privacy Policy](https://www.exchangecapital.com/legal/privacy-policy-preview?hsLang=en-us) ** ##### Market Knowledge ###### Read the Blog Gather insight from some of the industry's top thought leaders on Exchange Capital's team.  ** ##### More Guidance ###### [Explore Free Resources ](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us) [Get access to educational eBooks, infographics, cheat sheets, and so much more!](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us) ** ##### What's the Buzz ###### Check out the Newsroom  Discover what Exchange Capital Management is saying in print and broadcast media. ### Exchange Capital Management, Inc. 110 Miller Ave. First Floor Ann Arbor, MI 48104 [(734) 761-6500](tel:%20734-761-6500) [info@exchangecapital.com](mailto:%20info@exchangecapital.com) ### Contact Us Copyright © 2024 Exchange Capital Management, Inc. All Rights Reserved. ![](https://www.facebook.com/tr?id=350100005512119&ev=PageView&noscript=1) ![](https://px.ads.linkedin.com/collect/?pid=1789714&fmt=gif)