As a boutique financial consulting firm that guides hedge funds, family offices and high-net-worth individuals around the world, we often receive questions from entrepreneurs on how to manage a large influx of cash triggered by a liquidity event and since there is no longer the need to be a cowboy and take excessive risk, the focus needs to shift to preserving your newly minted fortune and growing it in the best most favorable risk adjusted way.
But how are you going to allocate your capital to match your risk tolerance and reach your long-term financial goals? Have you built a strong financial intellectual framework to navigate the complex financial markets? Do you have the emotional discipline required to make prudent financial decisions when calamity strikes? Do you have the confidence to recognize the fast eddies that see your newfound financial scale as an opportunity to exploit you?
At The Practical Contrarian, we guide our clients down the path of constructing a diversified investment portfolio with securities from various asset classes. This entails a diversified mix of the best quality undervalued dividend paying common stocks, undervalued real estate single-family rental properties, and cash-equivalent securities. We help our clients further optimize their investment portfolios for tax efficiency by implementing proven strategies for building a legacy and generational wealth.
If you recently exited your startup and are looking for ways to build a time-tested investment portfolio for enduring success, we are here to help you on that journey and Let’s Connect.