Clients & Services

Services

FLIP clients include but are not limited to student-athletes receiving Name Image & Likeness funds, current & retired athletes, entertainment professionals & studios and numerous non sports-entertainment professionals & companies. A full list of clients is available upon request and NDA.

1 | Client Support

FLIP is forever... we don't go away; instead, we grow clients self-respect and confidence with respect to managing and growing finances including a limitless amount of resources, connections and solutions customized to each person's goals no matter how often they may change.

FLIP does not take custody of client accounts nor operates as a broker-dealer. Instead, FLIP engages the world's most successful investment companies such as Morgan Stanley Private Wealth Office to assume the role of custody and broker-dealer buying & selling securities on behalf of FLIP clients.

2 | Client Focused Strategies

Every person has a unique relationship to their finances; therefore, requiring a long-term comitment for support as market and personal conditions may shift with time - FLIP ensures each client receives the most current market material and connections to stay ahead of life's intended & unforeseen changes.

3 | Expert Guidance

Whether one's finances are earned over an extended period or money drops into one's lap due to good fortune, liquidity events in each person's life may be few and far between. FLIP's regierstered investment advisor team and global support network ensures each client will have continual access to the world's leading market makers and influencers.

4 | Client Formal Education

Select clients who are curious and ambitious to become a fiduciary requires testing and passing a variety of SEC/Finra administered exams (i.e., Series 7, 63, 65, 79, CFP, etc.). FLIP will finance the education and testing fees for any client or student of the FLIP program who desires to pursue this professional accreditation. Clients successful in passing any of the exams are afforded job placement opportunities and a lifetime of career support from FLIP’s senior executives.

Our goal is to share tools for financial freedom and pay it forward to the next generation of financially literate people of all backgrounds to share with their communities in an effort for “each one to teach one”….forever.