Advisor for Advisors
Your Clients deserve the best opportunities
that you don't have the time to search
I select the best alternative investment opportunities for you.
You present them to your customers. They get results. You consolidate the relationship.
A service reserved for Financial Advisors, Family Offices and wealth professionals who want to offer an alternative portfolio component without building the expertise to do so internally.
REQUEST AN EXPLORATORY CALLYou present them to your customers. They get results. You consolidate the relationship.
A service reserved for Financial Advisors, Family Offices and wealth professionals who want to offer an alternative portfolio component without building the expertise to do so internally.
THE PROBLEM
How much time do you really have
to offer your Customers what they deserve?
If you are a Financial Advisor or Wealth Professional with a high-profile client base,
you probably recognize at least one of these situations.
Your customers demand performance from you that are not related to traditional markets - and you don't always have a solution to offer.
The traditional bond market offers less and less. Your most sophisticated customers know it. They want private debt, alternative fixed income, senior secured structures, products with real returns. But selecting these tools requires time, access to counterparties, and a vertical expertise that's hard to build when you have 80, 100, 150 customers to follow.
You spend hours researching products that you can't evaluate properly — because it's not your main profession.
It's not a criticism. It is the structural reality of the market. An excellent consultant builds relationships, reads client needs, manages difficult times. He should not spend his best time reading issuance statements in English or evaluating the soundness of a British trustee.
You came across interesting products but didn't have the tools to validate them — and in the end you gave up.
The alternatives market is full of genuine opportunities and background noise. Distinguishing one from the other requires specific experience. Without that, the most common risk isn't selecting the wrong product — it's not selecting any product, leaving your customers with unoptimized portfolios.
The traditional bond market offers less and less. Your most sophisticated customers know it. They want private debt, alternative fixed income, senior secured structures, products with real returns. But selecting these tools requires time, access to counterparties, and a vertical expertise that's hard to build when you have 80, 100, 150 customers to follow.
You spend hours researching products that you can't evaluate properly — because it's not your main profession.
It's not a criticism. It is the structural reality of the market. An excellent consultant builds relationships, reads client needs, manages difficult times. He should not spend his best time reading issuance statements in English or evaluating the soundness of a British trustee.
You came across interesting products but didn't have the tools to validate them — and in the end you gave up.
The alternatives market is full of genuine opportunities and background noise. Distinguishing one from the other requires specific experience. Without that, the most common risk isn't selecting the wrong product — it's not selecting any product, leaving your customers with unoptimized portfolios.
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THE RESULT
Your HNWI Customers do not receive the alternative component that their assets would require.
And you lose ground compared to the colleagues who are able to offer that component — even if you don't know exactly how.
And you lose ground compared to the colleagues who are able to offer that component — even if you don't know exactly how.
WORKING METHOD
How It Works
without adding complexity.
Step 1: Diagnosis
We will fill in your form together
Assets and Liabilities
Income and Expenses (ordinary and extraordinary)
Portfolio of Financial, Insured and Social Security Instruments
Tax Exposure and Risk Management
Objectives and Priorities
The meeting will last at least 2/3 hours.
Step 2: Optimization
Within 14 days we will schedule a second Coaching to optimize:
Your Estate Planning
The objectives according to the Pyramid of Financial Needs
Your Investment Portfolios and Wealth Allocation
The financial training course
Ongoing outsource support
You will keep lifetime access to the Wealth Map and you can request a new Coaching within 1 year from the purchase of the service
Who is it suitable for:
The Personal Wealth Check Up is for you if:
You have at least 100.000$ in assets
You want clarity before making financial decisions
You want to 'try' my services before starting Titanium
You only want a Guide for the Planning phase
WHO AM I
What do you get
An Entry Level service to learn about my world and experience first-hand the only results-based Wealth Consulting service.
I founded Hedgebra Investments LLC, a financial services boutique specializing in Fixed Income solutions for institutional and HNWI clients, and TradeTector, a financial education platform with tens of thousands of users in Italy.
I am a bestselling author and contributor to Forbes USA on issues of personal finance and macroeconomics.
I built my reputation on a simple principle: The analyses that I am not willing to present to my customers I do not even present them to yours.
Every opportunity I select goes through the same evaluation process that I would apply to a personal investment. I don't work with products that I don't fully understand. I don't promote structures that don't stand up to strict due diligence.
Your name is on the relationship with your customer. My job is to make sure that you never find yourself explaining something that you shouldn't have recommended.
I founded Hedgebra Investments LLC, a financial services boutique specializing in Fixed Income solutions for institutional and HNWI clients, and TradeTector, a financial education platform with tens of thousands of users in Italy.
I am a bestselling author and contributor to Forbes USA on issues of personal finance and macroeconomics.
I built my reputation on a simple principle: The analyses that I am not willing to present to my customers I do not even present them to yours.
Every opportunity I select goes through the same evaluation process that I would apply to a personal investment. I don't work with products that I don't fully understand. I don't promote structures that don't stand up to strict due diligence.
Your name is on the relationship with your customer. My job is to make sure that you never find yourself explaining something that you shouldn't have recommended.
Ready to find out where you are and where you can go?
Enroll in the Personal Wealth Check Up.
I'm not asking you to make a decision now.
I ask you for 30 minutes for an exploratory call in which we understand together if and how we can work.
No commitment. No commercial presentation.
Just a technical conversation between professionals.
During the call let's talk about your customer portfolio, your specific needs and alternatives, and we evaluate if there is a basis for collaborating.
After the call receive — regardless of the outcome — an analysis report on one of the opportunities I'm currently monitoring. So you have a concrete idea of the level of work before making any decision.
I'm not asking you to make a decision now.
I ask you for 30 minutes for an exploratory call in which we understand together if and how we can work.
No commitment. No commercial presentation.
Just a technical conversation between professionals.
During the call let's talk about your customer portfolio, your specific needs and alternatives, and we evaluate if there is a basis for collaborating.
After the call receive — regardless of the outcome — an analysis report on one of the opportunities I'm currently monitoring. So you have a concrete idea of the level of work before making any decision.
FAQ's
Frequently Asked Questions
Is it a Financial Advisory service?
No, this is a, based solely on the data you provide.
Will I receive personalized investment recommendations?
No, you will have access to a complete mapping of your financial situation and - if you want it - to 3 evergreen Model Wallets.
Is it right for me even if I've never invested?
Of course, indeed it is recommended: it is better to make an initial diagnosis before starting to invest!
Will I have to give you access to my accounts?
Absolutely not. I'm not managing your savings. You will enter the figures in the software and our Artificial Intelligence will build the path that best suits your needs.
What happens after the Check Up?
You will be autonomous in the management of your assets. Or, if you deem it appropriate, you can start the Titanium PRO program, our annual performance mentorship program.