- Performing due diligence on a wide variety of products.
- Staying current on industry trends so that client's don’t have to.
- Vetting hundreds of investment and borrowing options and presenting a digestible set of recommendations.
- Helping business owners create wealth uncorrelated with their day-to-day business.
- Helping highly skilled professionals (lawyers, doctors, executives, business owners) enjoy liquidity earlier in their lives.
- Considering the home country bias in investing.
- Deciding whether managed money or discretionary stock picking is better suited for a client.
Return to Value Proposition
