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Everyone's financial goals are different, and your portfolio should reflect your specific objectives. A second opinion from Central Trust provides an objective evaluation of your current investment portfolio and manager. Best of all, there is absolutely no obligation or cost for this service.

This personal, individualized analysis will include:

  • Overall investment performance
  • Asset Allocation
  • Diversification
  • Fees and Expenses
  • Tax Efficiency

If you use several managers, Central Trust provides a consolidated report, giving you an understanding of your entire portfolio. As part of your report, Central Trust meets with you face-to-face and reviews the results of the evaluation, pointing out the strengths of your portfolio as well as highlighting any areas for possible improvement. Often, portfolios that are not actively managed or divided among multiple managers are not allocated or diversified to best match the risk tolerance of the investor.

With this tumultuous economic environment, it's good to have someone double checking your investment decisions. Central Trust's portfolio managers average 25 years of experience. Take advantage of our experience with a second opinion. To get started, all we need is a copy of your most recent investment statements. With no commitment required and protection from our fiduciary status, what do you have to lose? Contact us today.

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