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Request a consultation or send a message
Use the form to request a consultation, ask about a specific analysis, or to initiate a bespoke research project. Our process begins with a short discovery call to clarify objectives, constraints, and timelines. After that call we provide a scoped proposal with deliverables, milestones, and a transparent fee estimate. We aim to respond to requests within one business day for most inquiries. For urgent matters, please call our office directly. We respect client confidentiality and handle all information with professional care.
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How we engage
Initial consultations focus on understanding objectives, risk tolerances, time horizon, and any constraints that shape recommendations. For analytical projects we propose a scope that defines key deliverables such as investment memos, scenario matrices, and monitoring frameworks. Typical single-asset analyses include valuation ranges, downside stress cases, and recommended monitoring triggers. For multi-asset or portfolio projects we outline the approach to asset allocation, stress testing across macro regimes, and implementation recommendations. Engagements typically begin with a discovery call, followed by a scoped proposal and agreed milestones so clients know what to expect and when. If you require a non-disclosure agreement prior to discussing sensitive positions, mention this in your message and we will expedite it.