Clients
18 households · $214.8M AUM
Total AUM
$214.8M
across 18 households
Avg. sentiment
42 — Concern
▼ 8pts this month
Needs rebalancing
4 clients
drift > 3% threshold
Avg. YTD return
+8.7%
vs 7.2% benchmark
| Client | Composite | AUM | YTD | Sentiment | Drift | Status |
|---|---|---|---|---|---|---|
SF Smith Family Growth · Taxable |
Growth | $18.4M | +9.1% | 4.2% |
Rebalance | |
JF Jones Family Balanced · IRA |
Balanced | $24.1M | +4.8% | 2.1% |
On track | |
LF Lee Family Income · Trust |
Income | $31.7M | +3.2% | 1.3% |
On track | |
PF Patel Family Growth · Taxable |
Growth | $42.3M | +10.4% | 4.8% |
Rebalance | |
WF Williams Family Balanced · IRA |
Balanced | $19.6M | +5.1% | 1.0% |
Healthy | |
KF Kim Family Growth · 401k |
Growth | $28.9M | +9.8% | 3.1% |
Watch | |
MF Martinez Family Income · Trust |
Income | $16.2M | +2.9% | 0.8% |
Healthy |
Needs Attention
✦ AI flagged
Smith Family
Portfolio drifted 4.2% above target. Sentiment dropped to Fear (28). Rebalance overdue by 3 days.
Patel Family
Largest drift in book at 4.8%. Equity overweight driven by tech run-up. High urgency.
Kim Family
Drift approaching threshold at 3.1%. Monitor — if market moves further, rebalance triggered.
Recent Activity
Today 9:14am
AI flagged Smith Family drift threshold breach — rebalance suggested
Yesterday
Jones Family IRA quarterly review completed — no changes required
Mar 11
Patel Family added to Growth Composite — onboarding complete
Mar 10
Sentiment report sent to all 18 households — avg score 42
Mar 8
Lee Family trust restructure completed — updated tax status
Meeting Insights → Portfolio Action
✦ AI translation
SF
Smith Family
Mar 12 · Zocks transcript
Client expressed fear about inflation and rising rates. Referenced recent news, mentioned wanting to "be more conservative." Sentiment score dropped to 28.
AI suggests: Increase Short Duration Bonds +5%, reduce Core Equity exposure. Review Growth Composite allocation.
JF
Jones Family
Mar 11 · Zocks transcript
Client asked about gold and inflation hedges after reading about central bank purchases. Expressed concern about dollar strength. Sentiment score 42.
AI suggests: Add commodities/gold exposure via Alternatives block. Screen for inflation-hedge securities in Block Builder.
LF
Lee Family
Mar 10 · Zocks transcript
Client mentioned upcoming large distribution need in 18 months. Requested more liquidity. Currently 100% in Income Composite.
AI suggests: Shift 10% to Cash or ultra-short bonds. Adjust Income Composite or create separate liquidity sleeve.