Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS

President

Auri Elan Financial

Auri Elan Insurance

Retirement Plans

Research Reports

About Auri Elan

Investment Planning

Retirement Planning

Education Planning

Estate Planning

Portfolio Analysis

Morningstar^® Instant X-Ray^SM

Portfolio Analysis Tool

A simple way to identify what you own...what you don't own...and what we can do to bring your investment portfolios back to balance. Please contact us for a Complimentary Portfolio Review.

Key features of Morningstar Instant X-Ray include:

Diversification analysis (style, capitalization, sector)
Stock Intersection Reports that identify portfolio overlap
Fundamental analysis
Portfolio Snapshot (SM) reports (NASD Reviewed)
Investment Details (SM) reports for each portfolio holding
Customized client reports in PDF format with detailed performance, risk analysis and portfolio composition analysis
Portfolio Snapshot reports and Investment Detail can be saved for future reference.

© 2009 Auri Elan Financial Group, LLC. All rights reserved. Address: 1185 Washington St Suite 2, Newton, MA 02465. Tel: (617) 329-1185, (617) 340-2185, (203) 806-0168; Fax: (617) 370-0507; Text: 617-586-3107; Email: richard.suder@lpl.com. We are dedicated to be the most trusted and competent independent financial advisors/planners and insurance agents for residents of Newton (Auburndale, Chestnut Hill, Newton Centre, Newton Corner, Newton Highlands, Newton Lower Falls, Newton Upper Falls, Newtonville, Oak Hill, Thompsonville, Waban, West Newton), other Greater Boston communities (Acton, Andover, Belmont, Brookline, Cambridge, Dedham, Dover, Lexington, Needham, Waltham, Wellesley, Weston, Westwood, West Roxbury, and etc), and those states in which we are currently registered: Massachusetts (MA), Connecticut (CT), Alabama (AL), Georgia (GA), Illinios (IL), New York (NY), New Jersey (NJ), Rhode Island (RI).