2nd financial opinion
To know if your manager is doing a good job - to what and how to compare it?
On a daily basis, it has become customary to seek a second opinion, especially in the medical field, in order to ensure that the diagnosis and / or the treatment prescribed are appropriate. When it comes to investing, some take their banker's advice for granted, but others feel they can do better. Where to start ?
I analyze your current portfolio on the basis of academic research as well as investment science. You will receive a clear and precise analysis outlining the strengths and weaknesses of your portfolio to know exactly what to do to improve your investments and save money. The analysis covers the following areas:
I analyze your current portfolio on the basis of academic research as well as investment science. You will receive a clear and precise analysis outlining the strengths and weaknesses of your portfolio to know exactly what to do to improve your investments and save money. The analysis covers the following areas:
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How it works
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1. Contact
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You provide me with an estimate of your portfolio, including its historical performance.
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2. Portfolio analysis
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I assess your portfolio based on the criteria of academic research.
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3. Delivery of analysis
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After a delay of about a week, I send you your analysis by email or post as well as my advice and recommendations.
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CHF 500 - CHF 900
Ready to take charge of your finances? Schedule a free 20 minute first phone call.