From our Founder: The Origin Story
You may wonder why our services exist and what makes us different. Let's explore the origins of our approach and why it matters to you.
Those of you who know me will recognize the level of service and expertise I bring to the table. With a decade of experience as head of offshore operations in the stockbroking industry, I excel in platform and custodian operations. Using my deep understanding and critical thinking skills, I have focused on customer satisfaction and innovation. I successfully assisted two companies in implementing Foreign Exchange and offshore custody processes.
Those of you who know me will recognize the level of service and expertise I bring to the table. With a decade of experience as head of offshore operations in the stockbroking industry, I excel in platform and custodian operations. Using my deep understanding and critical thinking skills, I have focused on customer satisfaction and innovation. I successfully assisted two companies in implementing Foreign Exchange and offshore custody processes.
Breaking Down Problems with First Principles
First principles thinking gets to the heart of any issue by stripping away assumptions. Elon Musk, for instance, revolutionized the aerospace industry by rethinking rocket construction from the ground up, drastically cutting costs and boosting efficiency. This method empowers you to solve problems in unique ways, sparking breakthroughs that seem impossible.
A Journey from Frustration to Innovation
I began my business out of frustration and dissatisfaction with bureaucratic inefficiencies. Despite hard work and fresh ideas, I constantly faced roadblocks—outdated processes, unnecessary rules, and a system stuck in the past. These frustrations pushed me to seek change and create innovative solutions.
Many share this struggle in the finance and investment sectors, where layers of intermediaries add confusion and fees. Recognizing this widespread issue drove me to find better ways to create clearer, more efficient systems.
Many share this struggle in the finance and investment sectors, where layers of intermediaries add confusion and fees. Recognizing this widespread issue drove me to find better ways to create clearer, more efficient systems.
Meeting the Challenge with Interactive Brokers
After ten years working with Interactive Brokers (IBKR), I understood their excellent fees, technology, and security. But I also saw their struggles in onboarding clients with complex needs. Despite IBKR’s strengths, their extensive checklists and rigid processes often leave clients frustrated and stuck.
The Support You Need
Enter Introducing Brokers. In jurisdictions where IBKR lacks direct presence, these brokers offer local support. Unfortunately, many simply add fees without solving core issues. I saw the need for a better approach to handling IBKR’s onboarding and operational challenges.
Over the years, I’ve learned how to streamline IBKR’s processes, avoid common pitfalls, and set up efficient account structures. My strong connections with IBKR’s management help me navigate bureaucratic challenges smoothly. I’ve created clear guides—my "IBKR Guide for Dummies"—so you can benefit from my expertise.
Over the years, I’ve learned how to streamline IBKR’s processes, avoid common pitfalls, and set up efficient account structures. My strong connections with IBKR’s management help me navigate bureaucratic challenges smoothly. I’ve created clear guides—my "IBKR Guide for Dummies"—so you can benefit from my expertise.
Addressing Misconceptions
Some firms mistakenly view my services as a threat to their asset management. They stick with traditional custodians, even when better options exist, due to old relationships and a fear of change. Conversations with firms reveal a reluctance to explore new custodians unless clients insist on IBKR.
But my goal isn’t to compete—it's to add value. With IBKR’s competitive fees and tech combined with my specialized knowledge, I can help firms improve their offerings and reduce costs, benefiting both the firms and their clients.
But my goal isn’t to compete—it's to add value. With IBKR’s competitive fees and tech combined with my specialized knowledge, I can help firms improve their offerings and reduce costs, benefiting both the firms and their clients.
The Value I Provide
Here’s why my services are valuable to you:
- Expertise: Ten years of navigating IBKR means I know how to avoid pitfalls.
- Efficiency: Applying first principles, I ensure accounts are set up right, minimizing future issues.
- Relationships: My connections with IBKR’s management help fast-track resolutions.
- Cost-Effective: Unlike traditional brokers, I add value without layering on unnecessary fees.
Join Us
In a world rife with inefficiency, I strive to bring clarity and efficiency. If you’re tired of navigating complex processes alone and want a streamlined approach to custody services, let's talk.
Together, we can eliminate confusion and establish a system that truly meets your needs. Let’s redefine what’s possible in finance.
Together, we can eliminate confusion and establish a system that truly meets your needs. Let’s redefine what’s possible in finance.
