Broker Check

“A Second Opinion for your Investment Portfolio”

Do you have certain investments that you are unsure of?  Are you exposed to too much risk?  Is your entire portfolio aligned with your investment goals?  Are you paying too much in fees?  Would you like to know where you stand?

If you are wondering about your portfolio and would like a comprehensive review or second opinion, then this service may help you. 

We provide a service that will give you an in depth analysis of your holdings.  We will provide research reports on your stocks, Morningstar research on mutual funds, as well as analysis of bonds, variable annuities, ETF’s, and REIT’s.  We will provide a written report and highlight the investments that we feel are not the best choices per your investment goal and risk profile.  You will receive commentary on areas such as: 

  • Your goals 
    • Do your investments match your risk/return profile? 
    • Are they aligned with your short, medium and long term goals?
  • Diversification and allocation
    • Do you have concentrated "eggs in one basket" positions
    • Is your portfolio properly diversified?
  • Analysts opinions
    • Research reports by Standard & Poors and Morningstar
  • Risk/return and risk tolerance
    • Do you have a higher level of risk than you need?
  • Costs, turnover, tax efficiency
    • We take a look at the fees and trading costs

Once you have reviewed your report, we will be available to speak with you and discuss your portfolio.


You can email us at: or

complete the request form under "Contact", on the left toolbar of our main page.

*Diversification does not ensure a profit or guarantee against loss; it is a method used to help manage risk.