Institutional-Quality Economic Insight, Tailored to Your Needs
I work with investment firms and individuals in an educational and strategic-thinking capacity, helping them better understand the economy, markets, and portfolio risk. Engagements are designed to bring institutional-quality economic insight into client conversations, internal decision-making, and individual learning—without providing specific investment recommendations or asset management.
For: Independent RIAs and wealth management firms that want to strengthen how they communicate with clients and prospects.
Pricing: Custom based on scope and frequency. Typically structured as monthly retainer for ongoing content or project-based pricing for specific events and whitepapers.
For: Firms that want deeper macro and cross-asset perspective embedded in their investment decision-making process.
Important Note: This work focuses on economic context, risk framing, and scenario thinking to support your internal decision-making—not on security selection or portfolio construction.
Pricing: Custom pricing based on meeting frequency and scope. Typical structures include quarterly retainers for IC participation plus research support, or project-based for specific analysis.
For: Advisors who want to explain portfolio dynamics and market developments more effectively to their clients—especially during periods of uncertainty or market stress.
Pricing: Group training sessions priced based on team size; individual advisor support hourly or project-based; ongoing enablement programs as monthly retainer.
For: Individuals seeking a deeper understanding of the economy, markets, and their personal portfolio risk. Many clients come through my courses, speaking engagements, or referrals.
This is educational consulting, not investment advice or portfolio management. I don't tell you what to buy or sell. I help you understand the economic environment and your portfolio so you can make better decisions yourself (or work more effectively with your existing advisor).
$300 per hour (2-hour minimum for initial session)
Sessions typically conducted via video conference. In-person meetings in the Boulder area can be arranged.
Typical Engagement: Most individual clients start with a 2-hour session to address immediate questions and build understanding. Some continue with periodic check-ins (quarterly or when markets get interesting). Others prefer a one-time deep dive.
We begin with a brief introductory call (15-30 minutes) to understand your goals, audience, and context.
No charge for this initial conversation.
Based on our conversation, I'll propose an engagement structure: ongoing retainers, project-based work, or one-off sessions.
We formalize scope of work, deliverables, timeline, and fees. Everything is discussed and agreed upon in advance—no surprises.
Work is delivered through written content, live meetings, webinars, or one-on-one consulting. Client-facing materials can be white-labeled.
Many engagements evolve over time as needs change. We adjust scope as your requirements develop.
$300 per hour (2-hour minimum)
Custom pricing based on scope and complexity
Typical ranges:
No hidden fees. No surprise charges. Clear agreements always.
Whether you're an RIA looking to differentiate your client communications, an investment committee seeking macro perspective, or an individual wanting to understand your portfolio better—the first step is simple.
What to expect: 15-30 minute conversation (no charge) | Discuss your goals and challenges | Explore how I can help | Get a proposed scope and pricing | No pressure, no obligation