What We Do

Many people put blind trust in advisors because they lack the expertise to evaluate the quality of the advisor’s work. This can result in disastrous consequences, including the loss of your life savings and your sense of security.

 

You need confirmation that your advisor is doing a good job, earning their fees and acting in your best interests. You need to protect your future.

AdviceCheck™ conducts independent evaluations of financial advisors on behalf of individuals who want to know how well their investment professionals are performing. 

Together, we will look at:

 

 

  • What are you trying to achieve and how are you trying to achieve it?

  • What is your vision?

  • What is your investing experience and how do you feel things are going?

Your objectives.

  • Is it in line with your objectives?

  • Does it fit you?

  • Is it properly constructed?

  • How much risk does it contain and what are those risks?

  • What could derail the plan and prevent you from reaching your objectives?

Your portfolio.

 

  • What have you hired them to do?

  • Are they qualified?

  • What is their level of continuing education and commitment to excellence in their field?

  • How are they being compensated, and could that be affecting their recommendations?

  • Are they earning their fees?

  • Are they receiving hidden compensation that you are unaware of?

  • Are they producing the results they should be/could be?

Your advisor.

Others who offer portfolio reviews or second opinions can have a vested interest in the outcome, as they may want to attract your business away from your advisor to themselves. 

AdviceCheck™ has no such conflict, nor even the potential for one.  We have no stake in the outcome and our recommendations are 100% free from bias.