In a nutshell

In a nutshell

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  • Subscription-based service
  • Combination of technology with human expertise
  • Access to professionals with track record
  • Widest investment opportunity set
  • Sounding board to decisions makers
Do’s
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  • Discretionary management aspirations
  • Trading/Custody requirements
  • Take control away from decision makers
  • Commission based model
  • Agnostic to clients AUM
Dont’s