About Us
We manage & report on alternative investments for wealth advisors & investors.
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Our Story
Like many others, Co-Founder and COO Zak Boca shifted his investment strategy to private markets after the 2008 recession hit. But with that also came major headaches & roadblocks for himself and his advisors alike. He quickly realized that existing solutions weren’t built to handle the boom in alternative investments. Instead of accepting it, we built the solution.
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