11/07/2025
Now Available: A Second Opinion on Your Investments
In a time of unusual economic and political uncertainty, you may want confidence that your investments are aligned with your goals.
For the first time, I'm offering to interested investors the analysis I provide my private investment clients.
I review your investment accounts and provide a Second Opinion tailored to you. No AI. No canned answers from software. No junior staff. I personally perform all the analysis and write every Second Opinion.
Your Second Opinion will answer these questions:
• Do your investments meet your objective(s) and risk tolerance? Why? Why not?
• Are you adequately (or too) diversified to meet your objective(s)? Why? Why not?
• What changes would better align your investments with your objective(s)?
• Too much duplication? Fund fees too high? Inflation protection?
Take my 3-minute survey (click the Survey Monkey logo below) to get started. Once I review the results to determine that a Second Opinion can help you, I get in touch--usually within 48 hours--to answer any questions and explain the process further.
When you are ready for me to start work, you pay the fee and submit recent account statements.* The fee is typically 0.2% of the combined account balance, lower for simpler accounts and higher for complex ones.
The Second Opinion is usually completed within two weeks, depending on the complexity of your accounts. Plus, there is a no-questions-asked refund of 100% of your fee if you are not completely satisfied with your Second Opinion.
Start the survey now through the Survey Monkey link below. It doesn't commit you in any way. And all responses are absolutely confidential.
I'll be in touch once you have completed the survey.
I look forward to providing you a personalized Second Opinion on your investment accounts soon.
Warm regards,
Tom
*Total across however many accounts. Any individual stocks, any ETFs, CEFs (closed-end funds), mutual funds traded on US exchanges or otherwise readily available in the US. That said, no preferred stocks, warrants or rights, individual bonds, cryptocurrencies, or securities traded only outside of the US. Cash and cash equivalents (CDs, money market accounts, ETFs for same) not counted in stock total. No private equity or other private investments. All types of accounts: individual and joint taxable, IRAs (rollover, inherited, traditional, Roth, SIMPLE, SEP), 401(k)s, 403(b)s. All accounts must be yours or members of your household. Long-term investors only. Investment accounts only. No trading or speculation advice, tax advice or financial planning advice (no insurance, estate planning, etc.). Statements accepted for review only with all personal information redacted. Any documents submitted with personal identifying information will be deleted immediately.
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