Adam Ponder Email and Phone Number
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Adam Ponder personal email
Adam Ponder phone numbers
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/
Structure Private Investments
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Managing PartnerStructure Private Investments Jan 2022 - PresentLone Tree, Colorado, United States
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Chief Executive OfficerAlta Trust Company Jul 2021 - PresentLone Tree, Colorado, United States -
Executive Vice PresidentAlta Trust Company Mar 2008 - Jun 2021Lone Tree, CoAlta Trust is a forward-looking trust company that provides professional fund administration, compliance, reporting and fiduciary services to investment professionals across the United States. We specialize in creating and administering Collective Investment Funds for retirement plans and Pooled Trust Funds for your high net worth wealth clients. Our five decades of expertise and carefully cultivated relationships allow us to provide customized trust and fund solutions to manage assets more efficiently and at a much lower cost.
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Vice PresidentCompass Investment Partners Dec 2001 - Feb 2010Federal Way, WaI focus on developing strategic marketing and product development partnerships.
Adam Ponder Skills
Adam Ponder Education Details
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Global Trade
Frequently Asked Questions about Adam Ponder
What company does Adam Ponder work for?
Adam Ponder works for Structure Private Investments
What is Adam Ponder's role at the current company?
Adam Ponder's current role is CEO, Speaker & Author Helping Advisers Seamlessly Scale their Business Through Private Funds, CITs & Personal Trusts.
What is Adam Ponder's email address?
Adam Ponder's email address is ap****@****lta.com
What is Adam Ponder's direct phone number?
Adam Ponder's direct phone number is +125352*****
What schools did Adam Ponder attend?
Adam Ponder attended Brigham Young University.
What skills is Adam Ponder known for?
Adam Ponder has skills like Investments, Marketing Strategy, Mutual Funds, Product Development, Asset Management, Financial Services, Collective Funds, Pooled Funds, Fund Establishment, Fund Admin, Fund Accounting, Fundraising.
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Adam Ponder
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Adam Ponder
Austin, Tx2dprinc.com, dpr.com
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