Our hope is that this site will be a springboard/resource for a detailed discussion on topics of investing/portfolio management/financial planning, and potentially the birth of a new disruptive Advisory Service (Who knows?).  We are three industry insiders who’ve chosen to remain anonymous (It is our desire to present topics without censorship from any establishment). We believe that our position from within, and our lack of “Ego,” allows us an interesting vantage point for discussion.  Although it is nearly impossible to steer clear of opinions, we will try to keep ours to a minimum.  Our goal is to be insightful while remaining accessible to a broad audience, share relevant data and resources while also pointing out any potential conflicts of interest or profit motivations, keep humility in the forefront while opining on our own remedial thoughts…but most importantly, making our family, our friends and our community proud.  Let’s change this opaque tired landscape!!!


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