At Kirtland Financial, we are always willing to provide a complimentary analysis of your current investment portfolio. This analysis is purely educational and is not a sales presentation. Since the best decisions are made when full information is available, we believe that conducting an “x-ray analysis” of your current holdings allows you to determine if what you own is properly structured.
The second opinion helps you know what to ask your current advisor, as well as to determine if your portfolio is exposing you to more risk than your realize.
Since we are only analyzing your current holdings, you do not have to provide us with your entire financial picture. The goal is to have a better understanding of what to expect from your current holdings and how they should perform during various market environments.