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The OPEN BOOK – 

 

 Entrepreneurs Capitalizing on Changing Demographics, Technology and Niche Markets

 

With technology improving, Brokers and RIA’s are now able to reach a larger population and investment products are being sliced into numerous, smaller pieces of pie.  In many cases, these small slices represent the most interesting and promising investments for diversified portfolios.

The products and markets that broker/dealers are currently using as investment strategies for clients can be complemented in a material way through Open Book investing.

Market segmentation, product customization and cash flow investing will be the watchwords for successful investments in the future.

Tailoring investments to meet the needs of specific investors will be the key to success for many firms.

We welcome experienced brokers to explore the OPEN BOOK by contacting us at investing@opensourcecap.com

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