Second Opinion Service

Are your investments truly aligned with your own personal plans?

Our analysis will indicate if you are on track.

Do you sometimes seek a second opinion for medical advice? Why not the same for your investments? As a fee-only advisor we can provide you with unbiased advice.

We will look at...

  • Are you taking too much risk or paying too much in fees?
  • What are the expected long-term return for your portfolio?
  • Are your investments aligned with your own personal plans?

As a fee-only advisor we can provide you with unbiased advice. If we think the current financial plan is meeting your needs, we will let you know. But we will also be honest about where we see areas for improvement and were we think our firm may be able to add value to your financial life.

Get in touch

Reach us through the contact form below on this site or by email directly to info@ipenama-capital.com