Charlotte Angel Connection Episode 119: Matt Potere, CEO of Sunlight Financial
Today, we welcome back Matt Potere, CEO of Sunlight Financial, to the podcast. Matt joined us early in the days of the podcast with Episode 20 and Episode 21. Back in these days, Sunlight Financial was growing rapidly and in the process of moving into their new office space as they 'graduated' from the halls of Packard Place. Fortunately, Matt and the rest of his team have continued to see growth over the last couple of years - so much growth they will be going public through a merger with a SPAC (Special Purpose Acquisition Company) later this year.
Given this is our first podcast guest to take his company public, we wanted to sit down with Matt to get an update of what the company has been doing and what it sees ahead.
As a quick reminder, Sunlight Financial is co-headquartered in NY and Charlotte. They have recently expanded into home improvement financing and they continue to offer consumer loans for residential solar. They are also expanding to new products, including energy storage and energy efficiency. Sunlight partners with leading solar installers nationwide to help homeowners save money and protect our environment. The company’s front-end tools and back-end credit expertise simplify and streamline home energy lending, enabling Sunlight’s channel partners to provide homeowners with the benefits of system ownership.
At the beginning of the podcast we discuss the saturation of the solar market, or lack thereof. In 2020, 3% of homes in the US have solar power. So while Sunlight has surpassed $4 billion in funded loans it translates to about 125,000 homes - meaning they have lots of opportunity ahead of them as a company if they just stayed in the solar installation market. Naturally, we discuss a lot of what it has taken to get the company ready for the next stage, how Matt and his team have worked with their investors to position the company, and the culture they have worked hard to create for a 100 year company.
Matt and I discuss some of their challenges during the 2020/2021 Covid pandemic.
As we near the end of the podcast, we discuss the Charlotte energy and financial eco-system and what’s happening. It will be great to see what the future holds for Sun Light Financial.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 118: Mike Murphy, CEO of ProctorFree and Kevin Eckert, Partner with TFX Capital
Today we welcome Mike Murphy, CEO and Co-Founder of ProctorFree and Kevin Eckert, Partner with TFX Capital to the podcast.
Mike served in the Army and later worked as a defense contractor. Prior to starting ProctorFree, Mike worked as marketing director for Everblue Training Institute, a startup focused on marketing environmental sustainability and green building (Jon Boggiano – Founder of Everblue was on guest #3 on the podcast – listen to it here).
ProctorFree is an on-demand, convenient, and cost-effective online proctoring solution for education and corporate environments. The ProctorFree platform allows organizations to elevate their credibility and reputation while providing convenient learning opportunities for a global audience.
Kevin is originally from Update New York and joined marines before ultimately ending up in Charlotte. He worked for a private equity firm where he got the start-up bug. In 2018, he joined TFX Capital. TFX Capital is a founder focused venture capital firm led by former military leaders, investing in seed and early-stage Veteran-led businesses and startups.
ProctorFree has been through successes and challenges over its years as a business and TFX Capital has been right there with them for almost the entire time. As such, we dive into what those successes have been and how they’ve had to tackle the challenges. This means the tough discussions and decisions Mike has had to have with his investors, the hard decisions he had to make to keep the business afloat at its low point and how they have been able to grow through the pandemic. All this brings us back through the core vision of TFX Capital investing in former military leaders and why they see those founders as great CEOs.
This is a great podcast with founder and investor. It shows the strength of good relationships between the two and how making tough decisions can lead to results over time.
Mike shares the stories how they recognized problems in testing, staffing and their milestones, as well as the actions they took during the pandemic. Kevin shared what the focus for TFX Capital and their portfolios companies was in 2020 and how they executed it throughout the year.
We also here from Kevin on the importance of the start-ups knowing when it is time to raise the next round of capital.
At the end of the podcast, Mike describes the four customer segments of ProctorFree (1) higher education institutions (2) on-line courses and training (3) professional certifications and (4) brand name dedicated companies.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 117: Juan Garzon, Executive Director of Innovate Charlotte
Today, Juan Garzon jumps back on the Charlotte Angel Connection – his second time and first since his appearance as the 4th guest (listen to Juan’s first podcast here). Juan is the Executive Director at Innovate Charlotte.
Most of us have known Juan, or known of Juan, for nearly a decade now as he has been an integral part of the startup ecosystem. Between his work over the years with Pitch Breakfast, launching the Start Charlotte newsletter (now Charlotte Inno), or any number of other things Juan has done to help startups over the years, Juan has been a tireless advocate of all things startup related in Charlotte.
We wanted to catch up with Juan to discuss his new role as Executive Director at Innovate Charlotte. We’ve spoken with Walt Frye and Keith Luedeman as they lead the organization in the past and wanted to hear from Juan how it will expand/grow as the ecosystem continues to build up strength and momentum.
As you may know or recall, Innovate Charlotte is a nonprofit organization with a mission to enhance, elevate, and accelerate entrepreneurial success in the greater Charlotte region. Their focus is on cultivating an intentionally inclusive and high impact ecosystem that stimulates innovation, economic growth and societal change.
Juan explains the VMS and Navigator Program along with other initiatives they offer to the Charlotte’s startup ecosystem. We discuss the growth of entrepreneurship making Charlotte a destination as well as creating more opportunities for home-grown entrepreneurs. We also dive into how the City of Charlotte is getting involved to help grow entrepreneurship – with a goal of building a more diverse start-up community.
Juan shares opportunities for other non-profit organizations. NCIdea, which supports entrepreneurs/mentor programs throughout North Carolina. Pitch Breakfast, which is a platform for companies to practice their pitch, has continued to operate throughout the pandemic and is waiting for guidance and when and how it can get back to being an in person event.
At the end of the podcast we talk what it takes to have entrepreneurs stay engaged. It’s a great podcast.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 116: Bundle Founders, Eric Mager, CEO, and Marco Burgarello, Head of Growth
Today, Eric Mager and Marco Burgarello, of Bundle join the podcast. I’ve been a fan of Marco’s since I met him while he was working with Dan Roselli at Packard Place. And when I saw Eric pitch Bundle at a Charlotte Angel Fund meeting I knew he was a founder and Bundle was a company worth watching. Bundle sits at the crossroads of privacy, technology, personalization, and a great user experience. Considering the mortgage industry doesn’t deliver any of that, I figured it had a decent shot at success.
But listen to the podcast today and you’ll hear for yourself why they are gearing up for more success. Their platform provides a simple way for borrowers to compare current mortgage rates while staying anonymous. They provide a place where the borrower controls the process, not the lenders bidding for the business. As you’ll hear in the interview, Bundle guarantees to never sell or give away client contact information to banks or lenders, ever.
The tough thing is Bundle is building a two-way market. They have to sign-up mortgage brokers on their site to compete for the business. And they also have to get consumers to the site to request bids. In a year like 2020 when every mortgage broker was slammed with business regardless of what they did you would think Bundle would struggle to differentiate and build out a strong proof of concept. But that thinking would be wrong.
Eric and Marco raised a small seed round in early 2020 to test the concept. They had been through the QC Fintech Accelerator program – where they met. But their seed round last year gave them the funds they needed to launch. And now after the seed round validated their business model, they are back at it raising a larger Series A round to expand the ground game.
But listen in to the podcast to hear the back stories. I love hearing how Marco pitched Eric to be on the team. For all you founders and people wanting to partner with founders take notes. Marco took a bold move to position himself with Eric. And just as importantly, Eric was humble enough to listen. Hearing them talk back and forth you can see how they may have lightning in a bottle.
Don’t get me wrong, there is a lot of competition in the mortgage industry. Yet this duo has carved out their space and they are going to go after it with bold strokes and lots of industry expertise in their corner. It’s going to be a really exciting company to watch over the next couple of years as more millennials come online to buy and refinance their houses.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 115: Gunnar Cuevas, CEO and Co-Founder of CARL
Today we welcome Gunner Cuevas, CEO and Co-Founder of CARL. I met Gunnar a few years ago as he was coming through the QC Fintech Accelerator Program. His desire to bring unique quantitative strategies to a broader population caught my attention.
CARL is the first to provide easy access to hedge funds through a simple to use mobile app. By taking advantage of new regulations and advances in analytics and computing technologies they offer investment opportunities not previously available to most investors. .
Hedge funds have gotten a bad rap over the years as they are reported to continue underperforming the market. But Gunnar saw how hedge funds can win. He also saw how he could help investors win. This is CARL – the way to bring hedge funds to individual investors. It’s clean and simple and has an opportunity to democratize this part of the investment industry.
Gunnar is no stranger to startups. His first startup got off the ground when he was back home in Chile. After spending time traveling the world snowboarding, he met his wife and went back to school. Gunner obtained his BS and MS from George Mason University. After college he moved to NY and began working in a proprietary trading company where he built routing algorithms for market making.
Gunner shares what he learned in his previous positions before founding CARL. In 2015, he started Eight Two Capital, a quant hedge fund. It was a result of this that he met his current business partner and together they founded CARL, a new technology platform for investing in quant hedge funds.
Today’s podcast weaves these stories through along with the successes and challenges Gunnar and the team have had getting this up off the ground.
Gunner explains CARL’s concept, investing in alternative investments and the hedge fund space. CARL is currently in beta mode and we discuss the strategies currently on the platform and upcoming strategies that will join. We discuss the minimum investment and CARLS reporting tools which adds value to the space.
We discuss the simplicity of the platform and how to invest or take money out - it is 100% digital. He shares stories about the Beta testing and the growth of the platform thus far – they are having strong growth month over month.
It’s a great podcast where we discuss the ins and outs of the platform and what it takes to be a startup founder and grind through successes to the next level.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 114: Chris Langford, Partner with IDEA Fund Partners
Today, we welcome Chris Langford, a Partner at IDEA Fund Partners, to the podcast. Chris has been active in the Charlotte startup scene since at least 2015 when I joined the Charlotte Angel Fund. His education events, support of local founders, and availability to the ecosystem at large has been helpful getting the Charlotte startup community to where it is today.
In this podcast, we wanted to learn more about Chris and how he ended up being in Venture Capital. Chris has a great story of the journey he has taken and what he has learned along the way. He shares that information readily with local founders and investors too.
Chris now leads the Charlotte office for IDEA Fund partners. IDEA Fund Partners is one of the oldest and most active early-stage investment firms in the Southeast, their investment philosophy has been honed from years of experience. They invest in entrepreneurs who are applying technology and business model innovations to industries in the earliest stages of digital disruption with an emphasis on underserved people, places, and stages.
Chris did not start out wanting to be in this space though. After college he spent some time as a financial advisor at T. Rowe Price before going back to the University of Florida to get his MBA. Obtaining his MBA led him to Investment Banking where Chris got an appreciation for companies being acquired. From the investment banking world, Chris relocated to Charlotte and worked for Lowe’s in New Development and Strategic Development before he eventually founded and led Lowe’s Ventures. With Lowe’s Ventures, Chris sourced and invested in transformative companies in the housing innovation sector.
Chris has been a keynote speaker and panelist for major industry conferences and events.
He sits on several Boards. It is from this experience we discuss what Chris thinks makes a good board and why startups should have them. Chris shares some success stories of the coolest investments he has made and what makes them amazing.
Listen to the podcast and you will understand why Chris is a fanatic about technology and its impact on homes and the housing value chain.
On a separate note, we wanted to mention the Charlotte Angel connection was recently listed as one of the Top 40 Angel Investor Podcasts out there (see full list here). It’s pretty cool given this podcast started out as a way to see if we could help grow the number of Angel Investors in the greater Charlotte market. Thank you to all our listeners, guests, and friends of the show. We have really enjoyed it.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 113: Daniel Gouldman, CEO and co-founder of Ternio
Today we welcome Daniel Gouldman, CEO and Co-Founder of Ternio, to the podcast. Daniel is a big picture CEO who has the skillset to get down into details and who very much understands where his business is and where they are going to take it.
Ternio is a global fintech platform built on blockchain. Their global banking platform, BlockCard, is fundamentally changing the way people interact with their money. The BlockCard, currently live in the United States, allows customers frictionless use of their cryptocurrencies in their account - connected to a Visa card.
Ternio is a Visa Fast Track Partner and Daniel explains what that means. In the discussion we hit on a couple different area of interest. A natural place for us to land is diving into raising money. Daniel shares the importance of Ternio going to the marketplace to raise money.
Not since Will McGuire’s podcast have we gotten a dose of the different types of private offerings but Daniel explains Regulation CF verses Regulation A offering. Daniel discusses cryptocurrency and its value. He explains what blockchain solutions are and the process of moving money now verses what Blockchain will allow. He gives the example of the service PayPal now offers versus BlockCard’s service.
In 2020 they doubled the size of their team. Not only are they going to have a very strong 2021, but something big is coming for them as well! He also shares where he feels where they will be in 3 years. He discusses the marketplace and their focus today and their business in its next stage.
It is a great podcast and I'm excited to learn what their big announcement will be. It's going to be an fun company to watch as they move forward.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 112: John Dillard, founder and CEO of Threatswitch, and Paul Clark, Partner with VentureSouth
Happy 2021!
On today's podcast, we have John Dillard, founder and CEO of Threatswitch, joining us. In addition to John, we brought Paul Clark from VentureSouth as they have been an investor in Threatswitch for the last couple of years.
As you'll hear John discuss, they just closed a $1.7 million capital raise in late 2020 and VentureSouth - in the middle of the global pandemic.
"Threatswitch is transforming the way security and compliance teams work on security. They make it easier to comply with strict regulations by radically simplifying and automating high volume, data intensive and administrative tasks."
We kick of this podcast talking with John about the 'art of raising capital.' There isn't a right way to raise capital - one could certainly argue there are some wrong ways - and John talks about how he views it. It's this early in the podcast you get a sense of who John is and how he has been able to grow Threatswitch.
Throughout the podcast, we 'check in' with Paul to get his thoughts on the process from the investors perspective. It starts out with Paul talking through the difference of investing in an existing portfolio company versus investing in a new company where they haven't done due diligence before.
We also get Paul's view on what makes John special as he has successfully transitioned from a consultant over to the CEO of a startup/software company. Lot's of people try to make that transition - myself included with my startup years ago - but aren't able to create a successful enterprise.
This is a very good open discussion between a strong founder and a very well respected angel group. It highlights the benefits of a good working relationship. Any founder would be well served to listen to not only what is said, but how it's said - and just as importantly what doesn't get said. Hope you enjoy this one!
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 111: Bianca Padilla and Jonathan Magolnick, Co-Founders of Carewell
On today's podcast, we are fortunate to have Bianca L. Padilla and Jonathan Magolnick, co-founders of Carewell. Carewell is a Charlotte-based, family-led ecommerce company with a mission to improve the lives of caregivers and their loved ones.
Their story began with one goal: to find a way to provide better care for loved ones through easy, personalized service. Carewell’s story began in 2015, when its founders were among the 20% of Americans who act as informal caregivers. They were unable to find the guidance and selection they needed in one place. Knowing the impact it could have, they formed Carewell to be a source of support for independent caregivers. Their goal is to provide proactive service, compelling content, and expert-vetted products - you'll hear this in their voice and stories throughout the podcast.
Bianca and Jonathan share their story about the learning curves of starting a company, the importance of customer care, and training. We also speak about the variety of products, and working with the manufacturers.
Bianca shares their story of raising a $5 million seed round in March 2020 and the process of working with investors. Jonathan describes the high demands due to Covid, how they have doubled their staff during the pandemic and the struggles of training their staff remotely. They discuss the challenges and successes the past 6 months (due to Covid) and the success of participating in the Venture from America program. Bianca shares Carewell’s plans for the future.
At the end of the podcast, they explain why they moved the business to Charlotte and also discuss Carewell being listed as one of the Best Places to Work in Charlotte.
This wife and husband team are building a really strong business in Charlotte. Listen to this interview and you'll certainly come away believing this business is part of Charlotte's future.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
Charlotte Angel Connection Episode 110: Trent Hawthorne Founder of Standup Pro and COO of Rabbu
Trent Hawthorne, COO at Rabbu, joins us on the podcast today.
Trent is a Charlotte native, and he thinks of himself as a builder, who always wanted to be an entrepreneur. Early in his career he worked for Kyck because he knew he wanted to start his own startup one day and was looking to learn while doing it with another company. Kyck's founder, Mac Lackey, has mentored many local entrepreneurs over the years and several startups have since spun out of Kyck (including the Rabbu who was on the podcast several years ago - click here to listen).
While with Kyck, Trent relocated to London in 2013 and eventually met his wife while over there. They moved back to the US in 2015 and Trent shared his stories of successes and struggles while at Kyck. After Kyck, he worked for Palmetto Solar out of Charleston. Here he started working on his own business idea that he had originally started doing at Kyck - StandupPro was born during this time. Standup Pro is a software product that empowers you to run a 15-minute meeting with your team that will transform a business.
In 2019 he went to Rabbu, where he is COO. Rabbu is a flexible asset management platform that seeks to provide property investors higher returns on their portfolio through short, medium and long-term tenants. He talks about learning a new skill at Rabbu - sales. We discuss their business model during COVID.
Trent and his wife continue to run StandupPro as well. They funded it on their own and found a partner from Palmetto Solar. Trent discusses his core belief in what makes StandupPro different.
Trent also posts a weekly thought through "One Sharable Thing". It's a short but impactful thought expanded upon in a brief write-up delivered to your inbox every Thursday morning. I highly encourage you to sign up as it will cause you to stop and think.
For those interested in Standup Pro their Website is standuppro.io.
William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.
Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.