An investment portfolio second opinion, also called a “portfolio review,” is a detailed analysis of your financial holdings and associated strategies, allocations, fees and performance, to determine whether the most effective instruments and methodologies are being utilized to reach your goals.
When did you last review your finances?
When you’re sick, you visit a doctor. If your ailment persists or you’re told you need a more serious remedy, you get a second opinion. Why? Because when it comes to your health, you don’t mess around. You want to ensure you are receiving the most effective treatment possible to achieve optimal health. For individual investors, this in-depth analysis can also grant that all-important confidence and peace of mind that comes from knowing a sound plan is in place and your investments remain on track toward achieving your personal financial goals.