For Clients

2nd Opinion Service

If the Five Factor Capital Advisor investment process and philosophy makes sense to you and you are wondering how we can help you improve upon your financial security, we offer a completely objective, no-cost and no-obligation second opinion.

Why is a Financial Second Opinion Important?

Second opinions are prudent in medicine because a wrong diagnosis with our health can have significant consequences. The same is true of our financial well-being. A financial second opinion can help you determine if your portfolio is properly designed to achieve your goals. It may also afford you the opportunity to make necessary changes before it is too late.

What to expect from a Five Factor Capital Advisor second opinion

We will spend some time getting to understand your goals and objectives, so we can gain clarity on what your investment portfolio is intended to do for you. Then, we will analyze your current financial picture to see if it is consistent with your goals and objectives.

If we think your portfolio and current financial plan are well suited to your long-term goals, we'll gladly tell you so, and send you on your way.

If, on the other hand, we believe your current investment portfolio does not fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend an alternative plan aimed at improving the probability of reaching your goals as well as achieving or enhancing your piece of mind.

Contact Form

Please send any specific information about your request so we can direct it to the appropriate people: