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We’re here to help you navigate market challenges and achieve your business goals. Reach out to us today to start a conversation about how we can support your success.

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What type of client are you?

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What are you interested in?

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What challenge are you currently facing that led you to contact us? Please articulate your pain point as clearly as possible

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What is your portfolio size?

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Thank you for your interest. At this time, we’re exclusively focused on portfolios over $5M. However, we’re carefully evaluating demand to expand
opportunities for select investors in the future. By joining our waitlist, you’ll be among the first to know if and when we launch an offering tailored to investors like you. We’re excited about the potential to partner with forward-thinking investors who see the value in what we do.

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Thank you for your interest. We may consider a managed account for portfolios over $5M. Please provide your details below, and we’ll follow up to discuss further.

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What is the size of the capital you’d like to deploy with us?

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Thank you for your interest. For investments under $5M, we currently maintain a waitlist for potential future opportunities. Please join our waitlist to
receive updates and news releases.

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Thank you for your interest. We may consider a separately managed account (SMA) for deployments over $5M. Please provide your details below for follow-up.

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What is your AUM?

Our services start at $10,000 per month and increase based on complexity. Does this meet your expectations?

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Thank you for your interest. We may not be the best fit at this time, but we’d love to keep you updated with news and resources. Please join our waitlist.

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Great! Please provide your details below so we can follow up to discuss your needs

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Is there anything else we should know about your situation or goals? Feel free to add any additional information that may help us better understand your needs.

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Great! Please provide your details below so we can follow up to discuss your needs

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