The consultation runs roughly forty-five minutes and addresses three things:

Your situation: your capital position, your timeline, your family, and what you intend this investment to accomplish.

Your options: a clear and candid view of how direct investment partnership compares to the passive route for someone in your position.

Your next step: a specific recommendation, and, where there is a fit, the qualification process for portfolio access.

You will not be asked to commit to anything. If direct investment is right for you, we will say so and show you how to proceed. If another path serves you better, we will say that just as plainly.

After the conversation: Within forty-eight hours you receive a written summary: the points we discussed, our recommendation, and, where appropriate, the next step toward portfolio access. The follow-up exists so you leave with something of value regardless of where the conversation leads.