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Second Opinion Service

“Am I getting the right advice from my current advisor?  How do I really know?”

We provide an independent review of your current portfolio strategy, underlying investment holdings, and investment costs:

  • We review how you’re paying for your current advice: commission and/or fees
  • We assess your current risk tolerance and see if your current portfolio matches your comfort level
  • We review your current investment strategy and assess how coordinated it is
  • We review your investments to see how tax efficient they are within the current structure
  • We analyze your underlying investment holding costs to provide you with a total cost of your investment structure and provide perspective relative to other alternatives
  • We provide ideas on how you could improve your investment portfolio to accomplish your financial objectives
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