Get a Second Opinion…
If a doctor said you had contracted a serious illness, you’d pay to have a second or even a third doctor check you out. A family’s financial future is just as important as good health, yet millions of people rely exclusively on the advice of a single person for years and years. They put complete faith in one advisor, broker or banker, even when the advice is bad. Some folks don’t even bother to read their account statements for months or even years.
It’s understandable that busy people without a lot of investing experience miss some things, or tune out altogether. But it’s also a big mistake.
Now there’s a great way to get a highly insightful second opinion on how your portfolio is doing. It could do a great deal of good. Fresh eyes can see opportunities or risks that a firmly entrenched advisor may have missed.
360 Investment Advisors can give you a Second Opinion on Your Portfolio for a low fee that is fixed based on the extent of the assets you want to be included.
You don’t have to fire your advisor or broker. You don’t have to stop working with an institution you trust. All you have to do is provide us enough information to do our analysis, and then consider using the results to discuss critical issues with your advisor or broker or banker. You don’t have to fire anyone. You don’t have to stop working with an institution you trust. But you can get better results by being a better informed consumer.
The cost of this service is very low. For example, if you have a retirement account (or group of accounts) with $500,000, you can get a comprehensive written second opinion for just $350.
For assets of $500,000 to $1 million, the fee is $600. And for assets of $1 million to $2 million, the fee is $900. For higher asset totals, the rate is negotiable.
You will receive a written report looking at:
· Diversification and risk profile;
· Returns relative to broad and specific benchmarks (for up to 2 years);
· Analysis of what you are paying in fees
· Information on ways to increase diversification
Because 360 is a relatively new company trying to build its clientele, we are offering this service with something that is unheard of in the investment advisory business: a money-back guarantee.
If you or a Second Opinion and decided you are not happy with it for any reason, we will refund your money 100%. (There is only catch: you have to ask for the refund within 3 weeks of receiving our report.)
To take advantage of this, please send an email to Wendy@360investment advice.com.