Whether it’s navigating life, building a business, or balling on the court—effort, passion, integrity, and teamwork are the keys to staying in the game.
P.S. “Everyone Gets a Participation Trophy, LLC” was already taken… LOL!
What We’re Working On
Current Projects
- Advisors Resource Co-op (ARC – RIA Elite Study Group)
A member-only forum for SEC and State-registered RIAs focused on real content, best practices, and building a connected “village.” - RIA Golf Outing Tour
Building a nationwide series of RIA golf events—because networking + golf = better business.
Research & Consulting
- Venture Capital + RIA Integration
Exploring how VCs can house an in-house RIA arm to serve startup founders more directly. - Recent Engagements
- Interval Fund Launch – 1940 Act closed-end “VC fund” ($1,000 min. | 1099) – Launched Jan 2024
Services & Sample Work
- Talent recruitment (back office & advisors) – Flat $5K upon hire
- Branch expansion & location placement
- Custodian selection & issue resolution
- M&A introductions & advisory
- Golf outing coordination
- Study group creation & facilitation
- Revenue opportunity mapping
- SME referrals for specialized deep dives