Moving Forward

If you decide that it makes sense to take the next step, working with me is simple. Flexibility to meet your needs is paramount and you will never be asked to adapt to rigid policies.

If there is a way I can make your professional life easier, I would be honored to be asked.

Welcome Aboard!

  1. The first step is brief a complimentary phone conversation so that you can ask any questions you may have and I can learn more about your practice. Among the key items is where you like to focus your time and where you feel you could use some help.

  2. If it seems there may be a fit, I would ask you to provide some metrics on your practice to gauge the intensity of the services you may need. I have a structured questionnaire I like to use when appropriate. This is also a time for you to home in on the services you believe make sense for you. I have learned that if clients to rank and identify them as “must-have”, “would-like-to-have” and “nice-to-have”, the decision making is much easier. We will also quantify the stakes in terms of cost and time savings.

  3. Finally, I will prepare a brief proposal with firm pricing and ROI analysis.

We can begin any time you are ready. It is usually a good idea to begin well in advance of quarter end and before year end. It is also a good idea to think about your next rebalancing date. It is much easier for you and your clients to have portfolio changes coincide with rebalancing.

Pricing

We charge you one simple flat fee for the services you select.

  • No hourly charges.
  • No AUM fees.
  • No hidden costs or surcharges.
  • No surprises.

You pay only for the actual work we do for you, whether a retainer or a defined project.

If you know exactly what you need help with, let us know and we will be happy to provide a personalized proposal for you. If you are not sure, drop us an email and we can set up a complimentary call to discuss your specific situation. Our a-la-carte design means you only pay for the specific services you need.

Can I Afford Your Services?

Regardless of your firm’s size, we can most likely help you in a cost effective way.

But you won’t know unless you ask!

Not seeing what you need here?

Contact us with your specific service needs and we will let you know if we can help or refer you to a firm that can.

Let's Talk!

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No Hiring Risk of Specialized Staff

No Hiring Risk of Specialized Staff

Hiring a Chief Investment Officer or even an investment analyst incurs a fixed cost. You are trusting that they will be thorough, diligent and share your values. Costly mistakes can be made before you can correct a bad hire.

With Pangea, you see exactly what you get, whether a model, a custom portfolio or annual investment management consulting. You are free to cancel at any time with no further commitment and no employment contract to deal with.

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Cost Effective

Cost Effective

I am a firm believer in low cost investing. I avoid funds with high management fees and high P/E ratios. I keep overhead low and buy only the tools I need to deliver efficient and effective investment advice.  

Because I do not assume risk associated with trading, my risk is reduced and the premium I need to charge is eliminated.

Since I serve multiple clients, my fixed costs are spread over a larger asset base. Because I focus on investment management, I am able to research and analyze investment opportunities in greater depth. My skill set is where I spend my time, just like you do.

This allows you to benefit from economies of scale while enjoying the advantages of a small firm.

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Customized to Meet Your Needs

Customized to Meet Your Needs

Each advisor will have unique requirements. My services are unbundled to allow you to select what you need; how in-depth you need it and for the time period you wish to use the service. We can arrange a package to suit your specific requirements. The customization begins with helping me understand your practice and where you may need assistance. I will freely recommend items that could benefit you, your practice and you clients. However, whatever you select will be provided at a fair price.

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Flexible

Flexible

Services are offered ala carte, you can select only the services you need for the period of time you need them. You can choose a one-time model construction or you can elect annual portfolio monitoring and reporting. You could choose a defined project or a full suite of investment management services. The only limitation is that I do not place trades. I can provide you with a draft blotter, but only the advisor can execute transactions. This provides you with a powerful advantage, complete control over the investment process.

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