Millions of dollars raised.
Thousands of new customers
and clients generated.
Money has a certain magnetism.
In my case, money would end up becoming the heart of my career. Although that wasn’t always clear.
Like many folks that start in marketing (in my case, building websites in the late 90s), I was a generalist.
But then, in 2007, I got my first financial client. And everything changed.
I was fascinated. I learned everything I could about the business. I took informal and a few formal courses (including my CSC, which would let me offer investment services to Canadian clients.)
By 2009, I was working in the US and Canada – raising capital for small-cap tech stocks and real estate.
In 2010, I was asked to build an online community of HNWI and UHNWI investors who wanted to invest internationally. And everything changed again.
Within a few years, I was working with clients and colleagues around the world, in dozens of countries, from paper investments to (more) real estate to precious metals.
Over that time, I learned:
That’s where I come in…
A Summary of Results
International Finance & Asset Protection
US-based Investment Publisher
Precious Metals Wholesaler
Swiss Asset Manager
Swiss Wealth Manager
If you are in either of these businesses… and especially if you sell to the affluent… and you want to know if your marketing and advertising is actually making money… well, then we stand heads and tails above the rest.
Shoot us an email and we’ll see if there’s a fit .