SCP Second Opinion

We believe that people should treat their financial goals seriously. A financial second opinion is important because it can help you determine if your portfolio is properly designed to achieve your unique goals.

  • It may afford you an opportunity to make necessary adjustments and get back on track before your plans become derailed from your stated objectives
  • It provides you the opportunity to revisit your risk tolerance and return objectives to ensure they are in alignment with your dynamic, personal situation
  • It provides you the opportunity to ask questions you might not ordinarily ask

WHO QUALIFIES FOR A FINANCIAL SECOND OPINION?

  • Anyone who needs unbiased, objective and transparent advice
  • Anyone who is not currently confident with their financial situation or advisory relationship
  • Anyone who is looking to gain clarity about their financial profile
  • Anyone who would like a professional to analyze their portfolio to see if it is properly designed to meet both their current needs and future aspirations
  • Just to reiterate, we have no stated minimum account size and welcome inquiries from people at all stages in their careers and life

WHAT YOU CAN EXPECT FROM A FINANCIAL SECOND OPINION? ?

  • Independent, objective, professional advice.
  • A free, thorough, professional analysis of your portfolio. Our small, dedicated team of investment professionals will collaboratively work together to evaluate your current situation and suggest a clear path with several action steps to help get you back on track toward achieving your life goals
  • An open, collaborative atmosphere which encourages you to ask questions. We want to make sure you are very comfortable in understanding your current position. Accordingly, we strongly recommend asking the tough questions in order to foster important dialogue. No question is deemed "too trivial" or "off limits." Questions are essential components in analyzing your unique situation. They help us more completely understand your aspirations for the future, tolerance for risk and return requirements
  • Perhaps most importantly, it is our goal that you will feel more confident knowing that you have performed additional due diligence and considered many of the options available to you

REQUEST A SECOND OPINION

Use this form to contact Schmitz Capital Partners for a strategic portfolio analysis to help determine if your portfolio is properly designed to achieve your unique goals.

* indicates a required field

*Full Name:

Street Address:

Apt., Suite, Building:

City:

State:

                        Zip Code:

*Daytime Phone:

Business Phone:

*Email Address:

*How Did You Hear About SCP?


If other, please specify:

Comments:


Please note that you should only hit the "Submit" button once. If you select the "back" button and then come back to this page, the fields will not be cleared out. However, if the "Submit" button is hit again the information will be sent multiple times.