Are you among the growing number of investors who prefer to manage their investments independently but still seek occasional guidance and reassurance from a seasoned expert? Look no further. With over 30 years of investment experience, including a decade in Bank Trust Departments catering to High-net-worth individuals, I offer valuable insights and expertise to help you navigate the complexities of the financial markets with confidence.

Here’s how my hourly advice service can benefit you:

1. Personalized Consultation: We’ll start by discussing your financial goals, family needs, tax considerations, and any other pertinent factors that influence your investment strategy.
2. Comprehensive Analysis: I’ll conduct a thorough review of your portfolio asset allocation, asset location, specific investments, and retirement distribution plans to ensure they align with your objectives.
3. Expert Recommendations: Drawing on my extensive experience and knowledge, I’ll provide you with tailored recommendations and strategies to optimize your investment approach and enhance your financial well-being.
4. Written Summary: Following our consultation, I’ll provide you with a detailed written summary that encapsulates our conversation, along with my observations and recommendations for your consideration.

Whether you’re seeking a second opinion, reassurance, or strategic guidance, my hourly advice service offers you the opportunity to leverage my expertise on an as-needed basis, empowering you to make informed decisions and stay on the right track towards achieving your financial goals.

Pricing: ​

• Standard hourly rate – $485/hour
• Second Opinion on Portfolio (2 to 3 hours) – $950

Services provided via SEC Registered Investment Advisor the Hackett Group https://www.hackett-group.com/chris-tobe
Please note that I am not a CPA, estate planning attorney, or insurance agent. Clients often consult with those professionals after our consultation.

Contact Chris Tobe, CFA, CAIA
502-648-1303 chris@hackett-group.com

Now that you’ve gained insight into the benefits of hourly investment advice tailored to your needs, you might be interested in exploring specialty investment areas and services to further enhance your portfolio strategy.

You can find more in-depth information on specialized investment opportunities, such as alternative investments, ESG (Environmental, Social, and Governance) investing, or indexing by visiting the links below. Additionally, if you’re an advisor seeking support and expertise in navigating complex investment landscapes or dealing with intricate financial instruments, we offer specialized services catered to your unique requirements.

Discover how our comprehensive solutions can elevate your investment strategies and empower you to achieve greater success in the dynamic world of finance.