Giving is getting.

Those are words our founder, Mitchel Krause, began saying to his daughters every night when they were little.

The hope was simple: with enough repetition—and, more importantly, enough example—the importance of giving might become woven into the fabric of who they would become.

Years ago, when his daughter Annabel was just four-and-a-half years old, she asked him:

It opened the door to a lesson that has stayed with our family—and our firm—ever since.

• Giving isn’t always about money.
• Kindness costs nothing.
• Neither does compassion.
• Neither does being there for someone who needs you.

Some of the most meaningful things we can give another person have no monetary value at all.

What began as a lesson we hoped to teach our children eventually became part of the culture of Other Side Asset Management.

We’ve been fortunate. We get to do meaningful work with extraordinary families, and we believe success carries with it a responsibility to give something back.

So we created a way for the growth of our firm to help support the organizations making a difference in the lives of others.

It’s a simple idea.

When someone helps introduce our firm to people we may be able to serve, and that introduction ultimately helps our firm grow, we want some of that success to benefit a cause that matters to them.

• You make the introduction.
• We do the work.
• A cause you care about benefits.

How it works

You don’t need to be a client to participate.

An introduction might be as simple as connecting us with someone you believe we may be able to help.

Or perhaps you bring together a few friends for coffee or dinner.

Maybe you’re involved with a business, professional association, community organization, or other group and invite us to speak about retirement planning and the work we do.

There is no obligation for anyone to become a client.

But if an introduction or event ultimately results in a new advisory relationship with Other Side Asset Management, our pledge applies.

For the first 12 months of that new advisory relationship, we will donate 25% of the gross advisory fees actually received by Other Side Asset Management from the assets under management attributable to that relationship to a qualifying 501(c)(3) charitable organization selected by the referring person or organization.*

• The donation comes from us.
• Not from the client.

Why we give

Nearly eight years have passed since a four-and-a-half-year-old little girl asked her dad how she could give when she didn’t have any money.

The answer hasn’t changed.

We give what we can:

• Our time.
• Our attention.
• Our kindness.
• Our compassion.
• Our resources.

And when we’re fortunate enough to have more, we have an opportunity to give more.

We hope our daughters continue carrying that lesson with them as they grow. And we hope Other Side Asset Management will continue carrying it forward as our firm grows alongside them.

It started as something we wanted to teach our children.

Somewhere along the way, they helped remind us why it matters.