Mutual fund distribution, tax planning, portfolio structuring and review, meticulous back-end record-keeping and reconciliation, and the regulatory groundwork that keeps it all clean and compliant.
My own trading practice: swing trades in cash and long-term portfolio building, putting my ideas to the test in real time. This is where I put my own money behind my own convictions, and where I learn the fastest, making mistakes and learning from them, the same way I would on the mat or the court: repetition first, results after.
Building the team structures, standard operating procedures, and strategic roadmaps that let a business (or a practice, or a portfolio) run on process instead of memory. Good process doesn't slow things down; it's what lets you move fast without breaking what you've built.
Early-stage companies rarely need more opinions; they need financial systems, compliance readiness, and governance structures that won't collapse the moment they scale or raise capital. Alongside my team at RADS & Co., this is exactly the work we do: look at a business's numbers, strategy, and structure at the same time, and tell you where the gap actually is.