We’re pleased to present our new clients with a signed copy of Outsmarting the Crowd: A Value Investor’s Guide to Starting and Keeping a Family Fortune
SGFA client and author of
Outsmarting the Crowd
“SGFA has exceeded our expectations on all levels. We have had the pleasure of working with SGFA for fund administration. SGFA has a strong team with an incredibly well-rounded knowledge of the global landscape of complex investment instruments, products, structures, and operations. As a Portfolio Manager at Tocqueville, which is a multi-billion dollar private wealth management firm, it is critical that our service providers are well-experienced and knowledgeable experts in order to support sophisticated clients with complex needs. In a world where “client service” isn’t always a priority, Stonegate has demonstrated a remarkable commitment to its client relationships and to their clients’ success.”
~ Tocqueville Private Wealth Management
Watch Bogumil Baranowski on
Five Good Questions
Jacob Taylor interviews Bogumil Baranowski about his book, Outsmarting the Crowd and discusses saving, averaging, self-learning and keeping a family fortune.
THE SGFA ADVANTAGE
SGFA considers its capital introduction services to be an integral part of its comprehensive solution, and engages with its clients to ensure a systematic and effective cap intro program.
SGFA DataRoom ™
The SGFA DataRoom provides online data room technology for its clients and their investors to allow for review of fund marketing materials, offering documents and other relevant fund information. The system also provides a layer of regulatory compliance for the investment manager and includes data tracking, audit trail, as well as an electronic archival of reviews.
SGFA FundEngine ™
SGFA FundEngine, SGFA’s crowdfunding platform, provides our clients with the SGFA DataRoom technology coupled with our online investor subscription and allocation system. The SGFA FundEngine system provides AML/KYC, electronic execution of offering documents, accredited investor verification, online subscription and allocations directly from the investors into the fund’s escrow account, directly from our platform.