• Talking the clarity roadmap

  • Many advisors don’t know how to show the value they are providing in a quantitative way

  • Are you paying other peoples taxes and you’re not even realizing it?

  • Are your investments pooled?

    • mutual funds, ETF, etc

    • fund owns a lot of different positions, but you as an investor don’t own them directly

  • This causes a lack of flexibility and transparency

June 27, 2019