Getting a Professional 2nd opinion could be the smartest move you'll make this year.

Want to find out if getting a 2nd Opinion will help you? Ask yourself a few questions:

  • Are you properly diversified?
  • Are you overpaying for fees and advice?
  • Are you taking too much risk?
  • Do you really understand what's in your portfolio?
  • Is there anything toxic in your portfolio?

As long as the market is going up, you're happy. But when the market hits a rough patch, will your portfolio hold up? Or will it get crushed under the weight of the next bear market?  A 2nd opinion can detect how much risk exposure you have, so you can make the adjustments that will prepare you for the next downturn.

Design your own 2nd opinion with these building blocks

We believe that the best way to get better results is by learning new investing skills. The place to start is by taking an inventory of your goals, strategy, and portfolio. This is what a second opinion does for you. Once you understand where you are today, you can begin the process of learning how to do better.
  • Ask for a "quick look" at your portfolio to find out if there might be anything amiss.
  • Ask specific, targeted questions about issues that are causing anxiety or frustration
  • Test your strategy, decision process, information sources, or market assumptions
  • Vet your broker, advisor, planner, or subscription service
  • Order an in-depth portfolio diagnostic report to really find out what's under the hood
  • Use us as a sounding board for an idea, a strategy, or a decision
  • Hire us to consult with  you on an hourly fee basis. Dive as deep as you like into your investing process.

Whether you're looking for simple answers to specific questions, or a deep dive into the effectiveness of your current investment plan, we can tailor your 2nd opinion to meet your needs. We can work with you over the phone, on Skype, via email, or text. You can choose one of our packages, or hire us to consult with you. We only charge for actual time spent researching your issues and preparing your report.

These engagements can be as brief as 30-minutes, or as long as several hours. It all depends on what you want to get out of it.

Here's a sample page from an In-Depth Portfolio Diagnostic Report.

portfolio second opinion

The report also includes statistical information about risk, performance, quality and more.

second opinion returns
second opinion stats

Plans &  Pricing

Quick Look Under the Hood

Cost: $100 per portfolio​

  • Any obvious red flags?
  • Any toxic holdings?
  • ​Asset Allocation OK?
  • ​Diversification OK?
  • Security selection OK?
  • Fees & other costs OK?
  • Includes portfolio summary report

In-Depth Portfolio Diagnostic

Cost: $250 per portfolio​

  • All Quick Look items, plus...
  • Portfolio risk analysis
  • Expected portfolio returns
  • Risk-Quality-Performance
  • Cost/Benefit analysis of portfolio fees
  • Includes detailed portfolio report

Full Investment Review

Cost: $400

  • 30-minute consultation
  • Do you have a plan in place?
  • Does your plan fit your style?
  • Are your goals clear and realistic?
  • Does your strategy fit your goals?
  • Are you being compensated for risk?