We offer investment solutions that help investors reach their long-term financial goals faster by protecting them from the significant market declines that occur during recessions.
Fun / Interesting / Inspiring detail about how you got to where you are today?
I spent 10 years in management with a large investment firm in Los Angeles. After going through the financial crisis, I spent much of my time researching recessions and what causes them. Through my research, I developed a process that predicts recessions.
What makes you different from your competition (Price, Quality, Delivery, Culture)?
We offer investment portfolios that change based on whether or not the economy is heading into a recession. The result is upside when the economy is expanding, but protection from the market crashes that occur during recessions. Our website has a Robo-Advisor which allows investors to compare their current investment account held at another firm vs our investment models. The comparison provides a breakdown of fees and performance. Additionally, we offer our services at a discount to traditional "brick and mortar" financial services firms.
Name 3 objectives you want to accomplish within the next year?
1 - Develop a Marketing Strategy with a positive ROI 2 - Acquire 100 Clients 3 - Validation of Business Model
Valuation Add: Unknown
Company Stage: Seed Capital
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