Want a Second Opinion?
You pay your financial advisor a lot of money, but do you know what he or she is really doing with your portfolio? Have an independent third-party professional hedge fund analyst with real Wall Street experience go through your portfolio.
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A unique, independent perspective on your holdings
​Our co-founder, Stephen Cone, has spent time as an investment banker at Morgan Stanley in NYC, worked on the investing and operating sides of private equity, and has generated >80% annual returns since launching his own investment career in 2020. He brings a unique perspective and deep passion for research to every move he makes.
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We'll equip you with all of the info and questions you need before your next meeting with your financial advisor
We'll go through every single one of your holdings and conduct our own independent research to make sure you know exactly what you hold in your portfolio. You can then use our written breakdown and conversation(s) to guide your next meeting with your advisor or make your own adjustments as you see fit. We will even provide you with some of our favorite alternative investments we have identified through our own fund based upon your personal financial goals.