A straightforward second opinion on your portfolio
Already have an advisor and not sure the plan still fits? Tim reviews what you hold, what it costs you, and whether it still matches what you are trying to do.
The problem
When you are not sure what you own
Statements arrive every quarter, but they rarely answer the questions that matter: what you are paying, how much risk you are carrying, and whether any of it connects to your goals. Asking your current advisor can feel awkward. A second opinion from someone outside the arrangement is easier.
What the review covers
What Tim looks at
Holdings
What you own, where it is held, and how the pieces fit together.
Costs
Fees and product costs, in dollars as well as percentages.
Risk
How much risk the portfolio carries, and whether that suits your timeline.
Fit with your goals
Whether the portfolio still lines up with what you want your money to do.
Plain findings
A clear summary of what Tim found, whether or not you decide to work together.
How it works
How a review works
Bring your recent statements to an introductory meeting. Tim reviews them and walks you through what he found. You decide what, if anything, happens next.
Book an introductory meetingWho it is for
For people who already have an advisor
People with investments at a bank, a national firm or another advisor, who want an independent look before deciding anything.
I came in for a second opinion on my portfolio. He was straightforward about what it was costing me and whether it still matched what I needed, and there was no pressure either way.
Sample quote shown. Client quotes to follow.
Questions
Common questions about portfolio reviews
Is there a cost for a portfolio review?
[TO COME FROM TIM]
Will my current advisor know I asked for a review?
[TO COME FROM TIM]
What should I bring?
Your most recent statement for each account, and any pension or group plan statements.
Do I have to move my investments afterwards?
No. The findings are yours to keep, whether or not you decide to work with Tim.
From Insights
Book an introductory meeting
What happens in the first meeting
An introductory meeting takes about 30 minutes. You leave with a clear view of your current position, what a plan would look like, and whether working together makes sense. There is no cost and no obligation either way.