Poor Portfolio Performance
An underperforming portfolio is among the most frequently cited reasons investors like you seek a second opinion.
Performance not meeting expectations may be because of volatile or down markets—or the advisor’s poor judgment. Does your investment performance match the expectations set by your advisor?
For example, if your objective was to exceed a specific benchmark, did your advisor’s recommended strategy do so? Or if your investment plan was to achieve principal protection and long-term growth, have you achieved these goals?
If not, it could be time to seek out a second opinion. Read on to find out more.