Get an IndependentSecond Opinionon Your Portfolio
You can value your current advisor and still want another professional perspective. We review how your investments work together, what you’re paying and whether your portfolio reflects your goals, cash needs and comfort with risk.
Complimentary. No obligation to change advisors, transfer assets or become a client.
Request Your Portfolio Second Opinion
Share your contact details, and we’ll contact you to arrange an introductory conversation.
A Clearer View, Whatever We Find
If your portfolio appears well positioned
We’ll explain why, so you can better understand what is working and how it supports your goals.
If something deserves attention
We’ll explain the concern, why it matters and the trade-offs to consider before making a change.
What We Look at Together
We review these parts of your portfolio together, in the context of your goals.
Investment Mix
How your stocks, bonds and other holdings fit your goals and time horizon.
Risk & Diversification
Concentrated positions, overlapping holdings and risks across your accounts.
Investment Costs
Advisory fees, fund expenses and other identifiable investment charges.
Cash & Withdrawals
How cash reserves and planned withdrawals support spending and upcoming commitments.
Tax Considerations
How investment sales and decisions across taxable and retirement accounts may affect your taxes.
Account Coordination
Whether investments held across different accounts work toward one overall strategy.
What Happens Next
Start With a Conversation
Discuss your goals, current investments and the questions you want answered.
Review Your Portfolio
Recent investment statements help us evaluate your holdings, risk, cash needs and investment costs.
Discuss the Findings
We explain what appears well positioned, what deserves attention and the trade-offs to consider.
You decide what happens next. There is no obligation to move forward.
If You Decide to Work With Us
Gold Coast builds and manages your investment portfolio as part of one ongoing wealth management relationship. Your goals, retirement plans, cash needs and relevant tax considerations inform how we invest and manage your money over time.
Work directly with Dragan Mark Filipovic, CFA®, as your needs and priorities evolve.
Before You Get Started
Do I need to change advisors to get a second opinion?
No. Our portfolio second opinion is complimentary and does not require you to change advisors, transfer assets or become a client.
We review your investments in the context of your goals and cash needs. If your portfolio appears well positioned, we’ll explain why. If we identify concerns, we’ll walk you through them and discuss what may deserve attention. You decide what to do with the findings.
What should I prepare for the review?
For our introductory conversation, be ready to discuss your goals, upcoming financial needs and the questions you have about your current portfolio.
Recent investment statements help us review your holdings, account types and balances. If available, your current advisory fee schedule or financial plan can provide useful context.
You do not need to upload documents to request a second opinion. We’ll explain what information would be helpful and how to provide it.
Will you contact my current advisor?
We will not contact your current advisor about the review without your permission. We work with the statements and information you provide directly.
You decide whether to share our findings with your advisor or discuss possible changes with them.
What happens if I want Gold Coast to manage my investments?
We’ll explain our investment approach, fees and how a transition would work so you can decide whether Gold Coast is the right fit.
You’ll work directly with Dragan Mark Filipovic, CFA®, through one ongoing wealth management relationship. We build, monitor and adjust your portfolio around your goals, retirement plans, cash needs and relevant tax considerations.
If you choose to move forward, we’ll guide you through the account paperwork and review your existing holdings before making changes, with attention to potential taxes and investment costs.
Start With a Clearer View of Your Portfolio
Complimentary review. No obligation to become a client.