Every firm has a story. Ours begins with perspective.
Decades spent on both sides of the market, and the belief that understanding has to come before advice.
Every firm has a story. Ours begins with perspective.
After spending decades in both private wealth management and the institutional side of Wall Street, our founder, Mitchel Krause, realized something few advisors ever have the opportunity to experience. He had seen both sides.
He had worked directly with individuals and families striving to build financial security for their futures. He had also worked alongside C-level executives, institutional asset managers, hedge funds, and sophisticated investors navigating the complexities of the capital markets.
The experience was invaluable, not because it made him a better salesperson, but because it changed the questions he asked.
He came to understand that many of the most important conversations about investing never happen in a client meeting. They happen behind the scenes: in boardrooms, institutional trading desks, executive offices, and among professional money managers. It was there he gained a perspective that most investors never have the opportunity to see.
That experience shaped a simple belief.
- The questions.
- The tradeoffs.
- The risks.
- The opportunities.
- The perspective we’d want someone to share with us if our roles were reversed.
Instead of asking:
“What investment should I recommend?”
He began asking:
“What problem are we trying to solve?”
That shift became the foundation of Other Side Asset Management.
Over the years, we came to believe that the financial industry often begins in the wrong place. Too often the conversation starts with products, performance, or predictions. We believe it should begin somewhere else.
With people…
- Their goals.
- Their concerns.
- Their families.
- Their legacy.
And most importantly… with a plan.
Because we believe every client deserves more than recommendations. They deserve perspective… they deserve education.
They deserve to understand not only what they’re being told… but why.
Because informed decisions create confident families.
And confident families create lasting legacies.
That’s the foundation upon which Other Side Asset Management was built.
Let’s look at your position from the other side.
A conversation, not a sales pitch. Bring your questions; we’ll bring all sides of the story.
Schedule a Conversation →