Second Opinion

confidence in your investor

Even a "great" financial plan needs to be reviewed and updated.

An expert second opinion from a fiduciary can provide you with the confidence of knowing where you are in your plan and where you are headed. 

 

We will provide an initial review your existing plans and portfolios, evaluate their appropriateness and discuss our findings with you at no charge. We also provide "Fiduciary Level" reviews which evaluate the performance of each of your asset managers and funds against their appropriate peer group, the relevant industry benchmarks and the Investment Policy Statement(s) and/or Investment Policy Committee requirements. These reviews also include, where applicable, a detailed analysis of insurance policy performance and suitability and accurate benchmarking.

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