Finance Industry Professionals



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 being affiliated with like-minded people
  •  Alternative investment allocations have the potential to improve a portfolio’s overall performance while reducing volatility.
  •  We source 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 for our workshops to grow your AUM and replicate your best clients. Our workshops are designed to deliver you the tools and information needed to bring wealth creating opportunities to attract and retain  high net worth investors.


If you do not have a financial adviser and would like to find a licensed financial adviser, simply send us an email and we will introduce you to a short list of FINRA registered advisers with whom you may speak with.


For more information email: