second opinion orn & cie

Second opinion

Independent - second opinion - no obligation

Orn & Cie would be happy to provide a complimentary one-hour consultation in order to formulate a second opinion assessment of your current situation. We will review your portfolio to see that it matches your investment objectives and reflects your values. We will scrutinise the fees you are paying for comparable products and services.

How does it work?

DOES YOUR PORTFOLIO REFLECT YOUR INVESTMENT OBJECTIVES?

At the initial meeting, we want to learn more about you and your investment objectives. How your portfolio is composed and what investments, diversification and risk exposure you have. Does this correspond to your objectives? What is your time horizon and risk tolerance? Based on this, we will give you unbiased feedback; quite often, your current portfolio is right for you.

A second opinion comes with no obligation for further engagement.

CALL US TODAY FOR A ONE-HOUR FREE CONSULTATION

+41 (0)22 788 02 00

Please use the form below and we will contact you for a confidential discussion
  • We respect your privacy.

tailor made solutions orn & cie

Tailor-made solutions

WE HAVE A SOLUTION THAT IS PERFECT FOR YOUR NEEDS

structured solutions orn & cie

Structured solutions

BEYOND TRADITIONAL ASSET CLASSES

second opinion orn & cie

Second opinion

ARE YOUR FINANCIAL PLANS ON TRACK?