“Moral courage is a rarer commodity than bravery in battle or great intelligence. Yet it is the one essential, vital quality for those who seek to change a world that yields most painfully to change.”
- Robert F. Kennedy
Adagio Institute is a 501(c)(3) public charity organized for the purpose of promoting financial education. We develop programs for financial professionals, real estate investors and the public at-large. Our mission is to promote broad adoption of meaningful risk-adjusted investment analysis, to democratize access to exclusive investment performance (e.g. top performing hedge funds, private equity, etc.) through education and services (e.g. third-party risk analytics, investment clubs, etc.), and to help deserving private alternative asset managers (e.g. real estate operators, hedge fund managers, etc.) access the capital markets.
We’ve developed structures anyone can implement to democratize access to quality Reg D 506(b) issues. We work with financial advisors, insurance agents, IRA custodians, CPAs and others to administer investment clubs with monolithic risk-adjusted return and liquidity appetites that compliantly afford their clients access to quality private alternatives they would not be able to access individually.
Quickly and Compliantly Scale Your Investment Portfolio to 9 Figures and Beyond Without Taking a Hit From Financial Crises… Even if You’re Just Starting Out"
We provide continuing education programs for financial and real estate professionals. Click on your professional designation below to explore what continuing education programs we have available:
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5100 Westheimer Rd, Ste 115 • Houston, Texas 77056