Finance Industry Professionals

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Are you looking for resources that inspire and deliver actionable ideas?

If you are a Financial Planner or Registered Investment Advisor and are interested in developing a client niche with alternative assets, I highly recommend you participate in our  “Online OPEN BOOK Platform.”

 

We are interested in joining forces with Broker/Dealers, Financial Planners and Registered Investment Advisors that are looking for:

  •  New products and synergies created by like-minded people
  •  Alternative investment allocations that have the potential to improve a portfolio’s overall performance while reducing volatility.
  •  Exceptional real estate projects that are typically unavailable to individual investors. Once these projects are identified, we develop innovative and value-added offerings that are appropriate for accredited investors.  Offerings are supported by our experienced financial and operational team and marketed through Private Banks, Family Offices, Registered Investment Advisors, and U.S. Brokerage Firms.

 Get started now and join us to grow your AUM and replicate your best clients. Our relationships are designed to deliver you the tools and information needed to bring you wealth creating opportunities and to attract and retain  high net worth investors.

 

For more information email:  kmeyer@opensourcecap.com