In our experience, most investors start out with fundamentally sound investments. However, over time, as market conditions, the economy and personal investment objectives change, portfolios may no longer reflect the best possible choices.

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Our complimentary Second Opinion Service, known as S.O.S., gives investors the opportunity to receive a comprehensive analysis of their current portfolio holdings as well as specific recommendations on how we believe portfolio allocation and investment choices may be updated to better reflect the current environment.

 

If you feel that the market, the economy, or your personal objectives have changed more than your investment strategy, you should avail yourself of our Second Opinion Service. There is no charge and no obligation for this. If our recommendations make sense, we hope that you choose to hire us as your money manager.