Double Haul Capital invests in LEAPS, warrants and severely mispriced equities with clearly defined catalysts in the near future
Want a Second Opinion?
Portfolio Analysis
You pay your financial advisor a lot of money, but do you really know what he or she is doing with your portfolio? Why not have an independent third-party with real Wall Street and professional investing experience give you a full breakdown of your holdings.
How it Works
Our co-founder, Stephen Cone, with annualized returns of >80% since 2020, will personally go through each individual equity and/or fund investment you hold and conduct his own research on each position. A written breakdown of your portfolio will be provided, as well as some of our favorite alternative investment ideas based upon your goals, so that you can then share these with your advisor or make your own adjustments as you see fit.
Get Started
1) Fill out our contact form or reach out directly
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2) We'll set up an initial call/email chain to go over your financial goals, current holdings, any questions/concerns in the market
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3) We complete your written portfolio analysis (see example below)
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4) If desired, we will go over your portfolio analysis in detail via phone/email chain
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Reach out directly to Stephen Cone:
910-622-3570
Stephen.cone@doublehaulcapital.com
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Fewer than 10 positions: $500
10-20 positions: $750
20 or more positions: contact for pricing
