Scouting Reports on Financial advisors

Understand a financial advisor's background before you invest.


Complete Questionnaire

so many advisors so little time

Most athletes do not have the time to thoroughly research a financial advisor's background, employment history, investment philosophy, fees, outside business activities, and potential conflicts of interest.

Let us do it.

Identify Your Financial Weaknesses

Identify areas of conflict / concern

Advisors and their firms are required to disclose a ton of information that details their motivations and incentives to invest your money.

Are they conflicted or not?

Decide Your Next Step

choose the best aDvisor for you

A scouting report will identify the strengths and weaknesses of a potential advisor and provide an overall score to help choose the best advisor.

Start on the right financial path.



6x NBA Champ, 2x NBA Finals MVP, and 6x NBA MVP, Kareem Abdul-Jabaar:

 

"I chose my financial manager, who I later discovered had no financial training, because a number of other athletes I knew were using him. That's typical athlete mentality in that we're used to trusting each other as a team, so we extend that trust to those associated with teammates. Consequently, I neglected to investigate his background or what qualified him to be a financial manager. He placed us in some real estate investments that went belly up and I came close to losing some serious coin. Hey, Kareem at 30: learn about finances and stay on top of where your money is at all times. As the saying goes, ‘Trust, but verify.’”

 - As told to Esquire