Would love feedback on my company direction...

[Chad Duncan]

Hey Everyone,

I am building out an asset management company (RIA or Registered Investment Advisor) with real estate as one of the main assets that I will manage (as a licensed property manager). My company will be a conglomeration of financial planning (goals-based, investments, projections, tax, etc, cash flow, ratios, etc.) and property management (leasing, maintenance, accounting, etc.). 

I have experience in both but am creating a company that I would like to see in my area, and I am wondering if there are other people out there that would see value in this. An example of my service would include full-service property management for those that might be too busy to manage themselves, as well as DIY management, focused more on the financials and analytical aspects and is less expensive. 

I would also take a holistic approach to ensure my clients understand the pros and cons of each investment decision (real estate primarily but also securities if needed) and how it all ties together. I have worked for several financial planning and investment management firms and have to say that there is a serious lack of service for people like us who use real estate as a primary income replacement retirement goal. 

Let me know your thoughts!