Second Opinion Service

ITI Financial Management provides you with a free no obligation second opinion service on your existing investment portfolio. We analyze your portfolio using the latest Morningstar investment management software and provide you a written report. This analysis considers the following:

Your goals

Your time horizons

Your risk tolerance

Performance of securities

Expense of securities/funds

Appropriateness of the securities

To arrange for this service please contact us at 417-889-2550 or 1-877-889-2660 or email us at