Investing that Moves Your Life Forward
Our Goal is Simple – To make it easy for you to invest for YOUR Future
How We Do It – We combine the latest technology and a focused research process into an investment platform that was built with the right intentions – To Improve Your Financial Well-Being. The result is a company that puts your interests first, and makes it easy for you to invest in your future.
Why We Do It – During my 10 years working on Wall Street, I witnessed an industry that would often prey on investors, instead of help them. I set out to build a company that provides a better way for you to invest for your future; one that simplifies investing instead of complicates it; one that provides advice that puts your interests first, not the company’s bottom line; one that uses insightful research to enhance your investing experience, not increase sales of expensive products. That company, is Prepared Capital.
Our Manifesto – Only through your investing success can we succeed as a company. We are in it together.
About our Founder
Prior to launching Prepared Capital, Phil was the Associate Complex Manager with Morgan Stanley in Los Angeles where he oversaw more than 200 financial advisors managing $33 Billion in assets for more than 13,000 clients. During that time, he was responsible for hiring, training, and supervising advisory personnel as well as overseeing the day-to-day operations of the business. Previously, Phil was a technology trainer for Citi Smith Barney where he trained Financial Advisors to leverage technology systems to better serve their clients. Having started in 2007, he spent much of his time helping Advisors and clients navigate the turmoil of the 2008 Financial Crisis.