Paying someone to manage your money?
We offer a second opinion.
Ideal for self-directed investors or those who want second opinions on professionally managed accounts.
We review your accounts and determine the best strategy for your whole portfolio based on your goals. We provide an analysis for you to implement on your own.
We evaluate and recommend changes based on:
- Investment timeline
- Risk tolerance
- Asset allocation
- Account type
- Transaction costs of rebalancing (capital gains/losses)
- Underlying fees