Finally, a unique service that allows you to participate in Private Placement Programs (Trade) with Confidence.
The truth is that if you have heard about private placements and how much money you can make from putting in your capital, you are not alone.
If you have heard about the amount of fraud in this industry, you are certainly not alone.
If your capital is stolen, and you contact the FBI (White Collar Crime division), you are undoubtedly not alone.
As experienced consultants in wealth management, we provide a wide variety of customized services to help our clients participate in private placement programs in Confidence. We help them avoid losing their money instead of identifying fraudulent platforms.
We help individuals who want to get into private placements with:
a) Security Background Check - we provide former FBI or former CIA agents experienced with white-collar crimes to participate in all of your calls with your brokers/trading platforms. Our job is to be your agent and to represent your interests. With our deep expertise in this area, we know the seven (7) questions to ask that will cause fraud artists to run away and authenticate the real trading platforms for you.
b) Capital - If you require it, we provide you with a loan to get into a trade. Please check out our "rent a rich uncle" program for details of our lending program.
c) Expert Legal Support: We will review all of the legal agreements between you, your broker, and your trading platform. We will advise you on what to do, change, and what not to do. We will also introduce you to experienced attorneys who understand trading platforms and know what to look for (extra fees apply here).
d) Diversification Program: At our clients' request, we introduce clients to private placement programs that have been vetted and produced results. This allows our clients to diversify the risk/reward from using the platforms they have been introduced to and leverage our established relationships and participate with us.
e) Introduce you to various asset management consultants, law firms & tax advisors to help protect your assets as well as
f) If your capital is stolen (as a result of not working with us), we have a unique team of experts who can recoup that capital (extra fees apply to this service).
We know there are only 12 real private placement programs that deliver the expected financial results promised from our private placement industry experience. Everyone else is what we believe is not an absolute, vetted platform.
If you are interested in learning more, please use the link below to book a call with us in our calendar.
Once you are ready to move forward, you will need to:
1. Review and sign a standard consulting agreement
2. Fill out the mutual NDA NCA document below,
3. Retain our services (setup fee of $10,000 plus us as part of the IMFPA).
Once we have been retained, we will:
a) Set up a discovery call with you.
b) review any communications from brokers/platform providers and start the vetting process
c) Get into all of your calls with you and act as your agent and have our former FBI/CIA resources ask many questions
d) continue to do background checks
e) If required, introduce you to lawyers we know/trust who understand trading platforms
f) Provide you with a report/recommendations.
g) Provide you with any simple follow-up requests you may have.
In our coaching program, we provide you with 7 questions you wished you had known to ask before you started to work with a trading platform/broker(s) as well as 2 key items to insert into your CIS form to help eliminate fraud as well as our entire SWIPE files