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"We use our professional experience
to organize financial affairs
so that clients confidently yield
the most value out of everything that they own."
Busy investors require seasoned, conflict-free advice to truly understand, enhance and, in turn, optimize their inter-related personal and business finances. Old School Capital LLC, an investment adviser registered with the Commonwealth of Massachusetts, was specifically formed to respond to these needs.
Services -- provided exclusively on a fee-only basis -- include:
Comprehensive Personal Financial Planning
to seize opportunities, discharge responsibilities and defend wealth;
Investment Planning, Management and Review
to optimize both liquid and illiquid investment assets and opportunities;
Capital Raising Advisory
to fuel business growth and engineer liquidity, including senior debt, mezzanine finance, equity leasing, venture capital, private equity and structured financings; and
Corporate Development Advisory
to vet business strategies, enhance corporate governance systems, construct strategic partnerships, and prosecute acquisition and divestiture campaigns.
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