This principle allows one to mathematically calculate that 91.7% of an iceberg's mass is underwater
Metaphorically, this principle has an application to Wealth Management
Back Office Services, such as: Account Custody, Settlement, Clearance, Record Maintenance, Regulatory Compliance, Accounting, Cyber-Security, and IT Services, are essential yet hidden from plain sight
Outsourcing labor-intensive, low-margin functions to highly-specialized "best of breed" partners affords the ability to reduce costs, maximize efficiencies, and provide superior service
The US Navy has demonstrated how a small, highly-specialized elite unit supported by a resource-rich partner, can produce a profound impact
As a point of reference - not a comparison - recent advances have empowered elite advisory teams with the resources to rival even the largest competitor
Co-Founder, Managing Partner
Jeff is the head of the wealth management business at ReDefine. Jeff brings to clients his extensive knowledge and experience in the areas of portfolio design, implementation, and management, as well as his deep understanding of global macroeconomic trend and investment manager analysis. Jeff has decades of experience with banking, trust, tax and estate planning services, as well as in developing customized multi-generational trust and wealth transfer plans designed to manage the impact of estate taxes while still accomplishing personal and humanitarian goals.
Director of Investments, Chief Compliance Officer
Mike is the head of investment research, portfolio management, and compliance at ReDefine. Mike's approach to market and investment research relies heavily upon using both fundamental and technical analysis methods, and he believes that risk management should be the foundation of any long-term investment strategy. Mike earned his B.A. in Economics from Colorado College and an M.S. in Finance from the University of Colorado and holds the Chartered Market Technician (CMT®) designation.
Director, Client Advisor
Nicole is the head of client engagement for ReDefine and serves clients as a financial advisor and liaison. Nicole strives to ensure that the lines of communication remain open and that each client receives an experience that far exceeds expectations. Nicole believes that each client deserves the utmost respect and personalized attention, and she works diligently to ensure that clients have a clear understanding of their portfolios and of the services available to them at ReDefine.
Co-Founder, Managing Partner
Jason heads the business of Redefine. He is an accomplished senior executive with extensive experience and a proven track record in the financial services industry and is adept at strategic planning, growing new business, and managing successful teams. Jason has decades of experience and a deep comprehensive knowledge of the structuring, positioning, analyzing, selling, and marketing of a wide array of financial vehicles and products.