We Are Second-Opinion 

Portfolio Specialists

Schedule A Meeting With Our Founder, Geoff Hakim, CFP

our own confidence at work

Our second opinion approach is essentially the same planning and investment analysis package we give to our clients. Why would we do this work upfront without obligating you? It’s about our confidence that what you’ll experience with our process and the tailoring we deliver will be exceptional.  We expect your eagerness to put both the plan and investment portfolio we developed into action.

How We Design Portfolios

Making More by Losing Less

Protection gives you strong returns with less risk

Time-Horizon Investing

Higher volatility can reward long-term money

Portfolios Built Just for You

Allocations to a core portfolio, combined with specialized holdings, tailored to your needs and preferences

Schedule Your Portfolio Second Opinion

Step 1

Take Our Short Qualifying Profiler

Step 2

Schedule Time
with Geoff