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Second Investment Opinions (secondinvestmentopinion.com)
Both do-it-yourself investors and investors using one or more advisors/brokers often face decisions where they are unsure of the appropriate course of action. We offer a straightforward consulting service designed to help those seeking an outside, unbiased opinion. Our people have decades of experience in the investment business and contacts with many of the most respected professionals and academics in many investment specialties. You provide us with a summary of your situation (and responses to appropriate suitability and background questions) and we will promptly provide you with an opinion. If we don't believe we can add value, we'll tell you that as well. See also What We Learned From the Financial Crisis from the Wall Street Journal (9/13/2013) which cites Gary Karz and discusses second investment opinions. Common questions that we can help investors evaluate include |
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