Forensic Services

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This service offers the chance to receive a second opinion on the quality of advice received from a current or former adviser. 

This is not second-guessing, Monday-morning quarterbacking or 20/20 hindsight. 

Instead, it is an expert assessment of the quality of the advice received separate from the actual investment results achieved. We explore whether the advice delivered is consistent with professional standards.

We never establish client relationships with forensic clients. We will not solicit your investment or advisory business.

KEY BENEFITS

✓ We measure the advice in a straightforward way so you can evaluate your current or former financial advisor.

✓ We never establish client relationships with forensic clients. We are not trying to solicit your investment or advisory business.

✓ We compare both the advice and the implementation to be sure that you actually got the plan the adviser described.

✓ Confidential

✓ Our analysis will be provide in written form and will include a conference call

I© PennyTree Advisers, LLC 2014