Adam Ponder Email & Phone Number

Advisers can often feel like a victim of their own success. They grow their business but end up with increasingly complex business operations. As a former adviser myself, my goal is to minimize the pain points of scaling your business and help advisers successfully create their own brand of Private Funds, Collective Investment Trusts (CITs) and Personal Trusts. I recently wrote and published a book, Private Funds for Investment Advisers. It is a comprehensive guide on why investment advisers should consider starting their own private fund and how to go about doing it. But why should you open a private fund?• You'll stand out among the industry (Only 1.98% of RIAs run their own private fund)• You can more easily grow your business and attract high-net-worth clients (RIAs with private funds manage 477% more in assets)• Your fees can vary from client-to-client as private funds are exempt from the '40 act, helping you make more money If you are interested in learning more about private funds such as Private Equity Funds, Real Estate Funds, Venture Capital Funds, Special Purpose Vehicles and Hedge Funds, I highly suggested you check out my book, or schedule a meeting with my team. Get the book here: https://trustalta.com/product/private-funds-for-investment-advisers/Schedule a call here: https://trustalta.com/consultation/

Listed skills include Investments, Marketing Strategy, Mutual Funds, Product Development, and 10 others.

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  Brigham Young University

  Global Trade