Every advisor is equal, but some are more equal than others.
You don’t think twice about seeking a HEALTH related second opinion, why then should your WEALTH not get the same due care?
Crossinvest presents Cross-Opinion, an opportunity to have our team of investment professionals review your investment portfolio to provide you with a second opinion, at no obligation or cost.
Allow our expert team of investment professionals to provide you with a second opinion on your financial health, at no cost and no obligation.
for accredited investors only
Once we have consolidated all investment holdings from various sources and classiﬁed them under their respective asset classes, we will review it against underlying portfolio theories to ensure that the portfolio: