Cross-Opinion
Crossinvest presents Cross-Opinion, an opportunity to have our investment team review your current portfolio to provide a second opinion, with no cost or obligation*.
Through a comprehensive attribution analysis of your investments, we will provide you with the following summary:
- Is your investment portfolio properly diversified?
- Is your portfolio risk exposure in line with your risk appetite and investment objectives?
- Are the investments you hold top performers within their peer group?
- Are recommendations being made to support your investment goals or to generate sales commission for your advisor?
- An assessment of the hidden transactional fees you are paying
for accredited investors only
Our Review Process
Once we have consolidated all investment holdings from various sources and classi?ed them under their respective asset classes, we will review it against underlying portfolio theories to ensure the portfolio meets these requirements:
Diverse
Is appropriately diversified;
Asset Allocation Methodologies
Asset allocation methodologies are appropriate and in line with expected market movements;
Reasonable
Management and transaction fees you are paying is reasonable.
Stays in Line
Is in line with your investment objectives and risk appetite;
Contact us for a Cross-Opinion
Please fill in your details and someone from Crossinvest will be in touch. Alternatively, drop us an email at cross-opinion@crossinvest.com.sg