{"id":1096,"date":"2017-10-27T00:21:47","date_gmt":"2017-10-27T00:21:47","guid":{"rendered":"http:\/\/138.68.1.151\/?page_id=1096"},"modified":"2022-08-30T12:31:22","modified_gmt":"2022-08-30T12:31:22","slug":"second-opinion-reviews","status":"publish","type":"page","link":"https:\/\/pacificinvestmentresearch.com\/free-offers\/second-opinion-reviews\/","title":{"rendered":"Second Opinion &#8211; Investment Review"},"content":{"rendered":"<p>We know that it is not always easy to determine if your investment portfolio is performing as well as it should be, or if you are taking on more risk than you realize.\u00a0 That\u2019s why we offer a <em>Second Opinion <\/em>service.<\/p>\n<p>Besides understanding your investment goals, we want to know what you like or dislike about your current portfolio.\u00a0 We also want to understand\u00a0<em>your perspective<\/em> about how your portfolio\u00a0<em>should<\/em>\u00a0be managed.\u00a0 \u00a0We will address questions such as:<\/p>\n<ul>\n<li>Are you invested in the right kinds of stocks, bonds, and other securities for your investment goals.<\/li>\n<li>How well will your portfolio survive a market downturn?<\/li>\n<li>Are you holding poor or non-performing assets that should to be replaced?<\/li>\n<li>Is your portfolio over diversified, diluting your returns?<\/li>\n<li>Is your portfolio as tax smart as it should be?<\/li>\n<\/ul>\n<p>We\u2019ll study your current portfolio and evaluate\u00a0<em>potential downside risk,<\/em> tax efficiency<em>,\u00a0<\/em>consistency of performance, and likely investment returns.<\/p>\n<p>Then we will prepare a documented summary that objectively states the <em>pros and cons<\/em> of your current portfolio and recommend changes to make.\u00a0 We will go over our conclusions with you in our second opinion review meeting, either in person or by phone.<\/p>\n<p>We charge a fee for the\u00a0<strong><a href=\"https:\/\/info.pacificinvestmentresearch.com\/schedule-your-complimentary-meeting-today\" target=\"_blank\" rel=\"noopener noreferrer\"><em>Second Opinion\u00a0<\/em>service<\/a><\/strong><em>.\u00a0 <\/em>This fee\u00a0can be applied towards portfolio management if later you decide to hire us.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We know that it is not always easy to determine if your investment portfolio is performing as well as it should be, or if you are taking on more risk than you realize.\u00a0 That\u2019s why we offer a Second Opinion service. Besides understanding your investment goals, we want to know what you like or dislike about your current portfolio.\u00a0 We also want to understand\u00a0your perspective about how your portfolio\u00a0should\u00a0be managed.\u00a0<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":603,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Second Opinion Financial Review l Pacific Investment Research<\/title>\n<meta name=\"description\" content=\"You get a second opinion on your health. Why not get a second opinion on your financial health. 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