A platform built to do the whole job — planning, investment management, and private fund access under one roof.
What sets the platform apart
Tax preparation and planning, estate attorney coordination, insurance planning, retirement planning, and investment planning — delivered together. Most firms describe their planning as comprehensive; far fewer actually coordinate all five.
Access to the Anchor Point Bond Fund and the Veridos Income Stability Fund, each managed with a hedging overlay that seeks to mitigate downside risk. Available to accredited investors, and not available at most independent advisory firms.
Both funds seek to manage volatility using the Zenith Nadir Counterbalance Rating Scale, Robby T. Bryant’s proprietary methodology: seeking to take profits when securities appear overvalued, adding to positions when they appear undervalued, and using derivatives that seek to offset adverse price movements. The approach seeks to mitigate downside risk while the funds continue to pursue income, but it cannot eliminate the risk of loss.
Prosper, a proprietary financial planning application, is currently in development.