One of our clients was looking to invest a large amount of money in what we strongly suspected to be a Ponzi Scheme. Despite our recommendation, the client invested a small sum of money. A few months later, it came out that the whole thing was a scam. The client lost some money, but would have lost a great deal more if he had not heeded our advice.
Quarterly Review
2024 Q4 – 2025 Q1 Review
Download the PDF here. 2024 Q4 – 2025 Q1 Review Please know that we are aware of the long length of these letters and the