Michael Flatley. 19 years. Billions managed. I know where the fees are hidden, where the risk is, and whether your advisor is earning their cut.
I built this for my own clients first. I wanted to find alpha consistently. To optimize every portfolio I touched. It worked.
Then I started seeing what was happening everywhere else.
New clients coming in with nothing but ETFs. No customization. No strategy. Just models. The same models everyone else gets.
The art of building a portfolio is dying. Advisors aren't picking stocks anymore. They're scaling products. They're prioritizing what's easy for them, not what's best for you.
People work hard for their money. They deserve someone who will work hard to grow it.
That's why I'm offering this to everyone now.
A couple with $2M in international mutual funds. They thought they were in best-in-class funds for the region. That's what their advisor told them.
I modeled what would have happened with direct indexing instead. Same exposure. Fraction of the fees. Full tax-loss harvesting.
Four years: 15.98% annualized vs 4.32%. Max drawdown 20% vs 31%.
They weren't doing fine. They were bleeding money and had no idea.
All-ETF portfolio. Low cost. Diversified. A very common portfolio for wealth management clients today.
I replaced the passive approach with an active one with the same exposures. Four-year gap: $421,000. Sharpe ratio 1.14 vs 0.44.
They weren't paying too much. They were positioned wrong. No one checked.
Three-quarters of a million in a single stock. No exit plan. No hedge. Just hope.
I reviewed multiple ways to reduce concentrated positions with them and they decided that covered calls were a great way to generate income while they reduced their position gradually over time.
They went from hoping to planning.
Submit your statements through a secure portal. Any custodian. Any account type. Takes five minutes.
I run everything through AlphaIQ. Every position. Every fee. Every overlap. Every gap.
You get a full diagnostic. What's working. What's not. What it's costing you. What you can do about it.
No asset transfer. No advisor change required. What you do with the information is your call.
One-time audit: $1,500.
If I find nothing, $1,500 for peace of mind.
I usually find something. When I do, $1,500 pays for itself many times over.
The sooner you look, the sooner you stop losing.
Michael Flatley. 19 years in wealth management and institutional portfolio management. I managed the largest US Private Bank book at Deutsche Bank. $3 billion. I was Senior Equity Portfolio Manager for a $1 billion advisory team at Merrill Lynch.
I've watched this industry shift from building portfolios to scaling products. I built AlphaIQ to find what gets lost in that shift.
Charleston, SC. Serving clients nationally.
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