Invite-only community showing independent RIAs how to leverage AI

Every week, we synthesize the best macro and hedge fund letters, share AI workflows, and host hands-on "build" workshops to implement them

Invite-only. Free. Independent RIA principals only.

What You Get

Weekly Macro Context

Institutional sources synthesized into one advisor-ready brief. BCA Research, GMO letters, Apollo's chart pack, the Fed's Beige Book — distilled into what to tell your clients and why it matters for their portfolios.

Copy-Paste AI Workflows

Step-by-step workflows built for how RIAs actually work. No coding. No new software. Just Claude, your existing TAMP, and instructions that take 20 minutes to set up.

Monthly Build Sessions

Free monthly workshops where we build each workflow live together. You leave with a working system, not just an idea.

Recent Workflows

  • →Create a personalized email for each client explaining what happened to their portfolio and why — automatically, from your TAMP data
  • →Run institutional-quality due diligence on a private fund in under an hour: principal background checks, SEC filings, stress-tested return assumptions, and a Reg BI compliance record
  • →Generate a 60-second market update video with your face and slides you can send to clients — no camera time after initial setup
  • →Build a Monday morning practice intelligence brief surfacing news about your clients' employers, your prospects, and regulatory developments
  • →Automate pre-meeting research for every client and prospect using public data and your CRM notes

Who This Is For

Independent RIA principals who want institutional-quality market intelligence and AI-powered practice workflows — without a research budget or a tech team.

  • Independent or hybrid RIA
  • Managing your own client relationships
  • No dedicated research or tech staff
  • Want to communicate more proactively with clients
  • Curious about AI but haven't had time to implement anything

This is not for wirehouse advisors or large enterprise firms. The workflows are built for practitioners who make their own decisions.