June 2024 Brief: Initiatives & Opportunities for You

For Everyone from High-Net-Worth Individuals and Their Financial Advisors to Alternative Asset Managers and Institutional Professionals

Although we’ve been fairly quiet, we have accomplished quite a lot over the past several months…

Here’s how we’ve continued to provide you the opportunity to substantially improve your experience with financial services:

Adagio Group has been named chief investment officer (“CIO”) of Redwood Family Office, a division of Redwood Private Wealth.

• Smart and driven investment advisers now have an RIA where they can access, advise on, and implement institutional-level solutions unmatched by any other retail firm. Redwood requires its family office IARs to operate with a higher level of expertise than other firms and in turn provides them effectively unlimited high-net-worth client referrals generated through its insurance and CPA partnerships.

• Life insurance agents now have an RIA partner (via solicitation agreements) where they can get paid annually on their clients’ total assets, which is typically about double the value of the life insurance policies and annuities insurance agents see.

• Emerging alternative asset managers know that family offices represent the best channel for them to raise capital, yet it is very difficult for them to actually generate family office investment. Redwood Family Office proactively seeks to invest in deserving alternative asset managers based exclusively upon their risk-adjusted performance.

• High-net-worth retail investors have access to investment, tax and estate planning solutions that are otherwise only available within the most sophisticated single-family offices. Here’s an illustration of a sample portfolio (note that past performance is not indicative of future results):

• To learn how Redwood Family Office can help you, let us know a little bit about yourself and schedule a call: https://familyoffice.redwoodprivatewealth.com

Daltok Capital Management, an investment management firm that provides select accredited investors access to exclusive investment performance driven by the latest advancements in quantitative finance, has engaged Adagio Group to engineer its fund offerings.

• Daltok manages a fixed annuity alternative that generates an Effectively Guaranteed 8% annual dividend with no early withdrawal charges.

• Daltok manages a growth fund that generates an expected return in excess of 24% without drawdown as measured annually since January 2007 by applying innovative GP stakes solutions to best-in-class asset managers.

• Life insurance agents can be paid commensurately with traditional annuity commissions for providing their clients access to these products via solicitation agreements with Redwood Family Office.

• Daniel Berger joined Daltok as a partner and provides invaluable education to investors and investment professionals describing how Daltok generates its exceptional performance and how other investors can do the same. Here’s a brief example:

• Let Daltok know a little bit about you and schedule a call with Daniel to learn more:  https://www.daltokcapital.com

Adagio Group has engaged the University of California, Santa Barbara (“UCSB”) to develop a Division of Quantitative Finance and Economics under the College of Letters and Science that solves the biggest problems facing financial services with three symbiotic initiatives.

• Department of Financial Engineering hosts the best faculty and students in the world providing them the budget and facilities to conduct and implement uncompromised research.

• Dedicated endowment applies the department’s research in asset management to bridge academia and practice while providing faculty and students unique incubation and distribution opportunities.

• Center for Quantitative Asset Management provides the solutions developed through the applied research of the department to the financial services industry. Such services include endowment fund management, financial engineering & compliance, capital marketing & distribution, etc.

• All of the economics and financial engineering principles that enable us to achieve and build upon these accomplishments are introduced within the international best-selling book The Shadow Banker’s Secrets: Investment Banking for Alternatives.