The Power Behind Every Great Advisor
We embed CFA-level analysts and virtual admin support directly into companies in the U.S. financial industry — fueling portfolio precision, client intelligence, and scalable growth. All led by a Series 24-licensed capital markets veteran with deep roots across Franklin Templeton, Legg Mason, and American Century Investments.
Core Capabilities
What We Deliver
01.
Portfolio Construction
Asset allocation, stress testing, model rebalancing
02.
Client Reporting
Advisor-branded decks, performance updates, and custom visuals
03.
Sales & Lead Generation
Cold calling, CRM updates, pipeline management
04.
Practice Management
Succession prep, engagement strategy, behavioral coaching
