INVESTMENT PORTFOLIO CONCERNS?
RECEIVE A PERSONALIZED FREE SECOND OPINION

Interested In Obtaining A Free Investment Second Opinion?

You can take advantage of a complimentary, personalized second opinion designed to help you get the most from your investment portfolio. To learn more about what is included and the specific areas we review, please see the information below or call Legend at (412) 635-9210.

Why Obtain A Second Opinion?

Just as you might seek a second opinion for an important medical decision, a second opinion on your investments can help identify opportunities to potentially improve returns, reduce costs, manage risk, and enhance tax efficiency.

Listed below are some reasons to obtain a free second opinion on your investment portfolio.

  1. Determine if your portfolio is diversified to help manage market volatility.
  2. Avoid overconcentration to help limit exposure of a significant portion of your portfolio invested in a single stock, sector, or asset class.
  3. Establish if your personal risk score aligns with your portfolio risk score.
  4. Potentially reduce investment expenses.
  5. Determine if your portfolio is tax efficient.
  6. Obtain a fresh perspective that can present new opportunities.
  7. There’s no cost or obligation.

Legend’s Free Investment Second Opinion Addresses The Following Items:

  1. An analysis of your existing investment portfolio structure.
  2. An illustration of how your portfolio will perform in a “stock market crash”
  3. A discussion of your personal comfort with risk and how well the existing investment portfolio fits.
  4. An evaluation of your portfolio’s income tax efficiency.
  5. An estimate of income that can potentially be withdrawn from your portfolio, if applicable.