What is a “second opinion” of my portfolio?

We are often asked to provide “second opinions” on investment portfolios. Sometimes an investor has managed their own finances for years and is looking for a professional “tune up”. Other times they have been using an advisor and simply want the comfort of some extra due diligence.

Second opinions help to ensure proper investment selection, financial alignment, and reasonable fees.

In this video, Dean and Brock discuss the information they look for when conducting  a “second opinion” analysis.