Your investment strategy deserves another look.
Our Second Opinion Service ( S.O.S.) helps you determine if your financial plan and investment strategy—and even your investment advisers—are working toward your unique goals.
- How diversified are your investments?
- Are you being sold product or are you getting advice?
- Who is really managing your money?
- How much are you truly paying for the advice you receive?
- How much depth does your advisory team have?
- Are you getting the face-time with your adviser that you need and rightfully deserve?
Find out how a personal Chief Financial Officer can make a difference to your investment strategy.