My philosophy: 

Specialization: When you maintain your health, you see various specialists for different body functions. There is not one person who knows everything about medicine. Just in that case, I believe there are specializations as financial advisors. Our team focuses on alternative investments and we can be your specialist in that part of your financial health. 

Diversification: Spreading investment risk across various asset classes to reduce the impact of a poor performance in any single investment is a key to a strong portfolio. I believe that many individuals diversify their investments with public market products - stocks, bonds, mutual funds. Our team helps by adding less correlated investments to clients portfolios - further diversifying them. 

Probability, Not Possibility: Everything is possible, not everything is probable. We focus on achieving probable consistent returns over time, prioritizing stability over high, short-term gains. Our team adopts a long-term investment horizon leveraging the illiquidity premium, promoting that patience and discipline are key to realizing the benefits of compounding.

Real Assets: I believe real assets offer unique risk-return characteristics, which often show resilience during economic downturns or periods of high inflation. We do our due diligence and research in selecting real assets, considering factors such as location, market trends, and the overall economic outlook. Our team curates a unique set of partners with  investment strategies that leverage real assets to help with downside protection.

Brandon Win: Wealth Manager, Marketing

I am a Wealth Manager and Marketer, with a unique background in product management and marketing coming from extensive experience in both large corporations and startups. My skill set is deeply rooted in understanding client-centric needs, strategic financial positioning,  investment-client value proposition, and performing deep dive due diligence and market analysis. As Financial Advisor, I focus on effective communication, problem-solving, and an empathetic approach building achieving your financial vision.

In my past experiences as a product manager and product marketer at Fyllo, Sterling, Signify (formerly Philips Lighting), and Tata Communications, I executed technological projects from start to deployment.

I made the transition into financial space when I came to understand the true power of investing and how much investing can change a person's life. Since then I have dedicated my time and effort to help others achieve their financial goals, promote the importance of financial literacy, and become an expert in alternative investments while guiding clients to their most suitable investments based their goals.

I graduated with a BS and MS from Rensselaer Polytechnic Institute.

In my free time, I love to travel, powerlift, and cook various cuisines.   

Get in touch.

I am happy to discuss any questions you may have.