By Ranga Srinivasan and Ramprasad Satagopan
As financial advisors in Cupertino, CA, Everest strives to provide guidance and education on wealth management matters. We hope this article sheds some light on your questions and concerns.
We are delighted to announce an important development at Everest. Larry Swedroe—a highly respected industry expert and the author of several acclaimed books on investing—has joined Everest as an investment consultant.
Larry brings deep expertise in portfolio construction and a comprehensive understanding of both public and private market investments. His insights will further strengthen our ability to deliver outstanding financial outcomes for the families we serve.
Welcoming Larry to our team reflects our ongoing commitment to excellence. We believe in continually improving by leveraging both our internal strengths and the expertise of distinguished professionals like Larry. Over the past decade, we have greatly benefited from his published research and direct guidance.
Larry has already begun working with us over the past few months, and we look forward to introducing him to you more directly through written content, webinars, and Q&A sessions in the near future.
As an Investment Consultant at Everest, Larry advises clients on portfolio construction and conducts due diligence on alternative investments. He recently retired from Buckingham Wealth Partners, where he spent 28 years as Head of Financial and Economic Research. Larry regularly reviews research published in leading peer-reviewed financial journals and has appeared on national television programs, including NBC, CNBC, CNN, and Bloomberg Personal Finance.
A prolific writer, Larry contributes regularly to outlets such as Morningstar and Wealth Management. He was among the first to publish a book explaining the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has also authored 17 other books, including “Think, Act, and Invest Like Warren Buffett” (2012).
To learn more about Larry’s background, please visit his profile on our website: Larry Swedroe’s Profile.
Thank you for your continued trust in Everest.
About Ranga
Ranga Srinivasan is co-founder and principal at Everest Private Wealth Corp, an SEC-registered wealth advisory firm based in Silicon Valley and serving clients across the United States. After graduating from the University of Cincinnati in the field of engineering, Ranga, witnessed the dot-com collapse in the early 2000s and sought to manage his own personal finances. He realized that many of the options available were unsatisfactory for a myriad of reasons. Knowing it could be done better, Everest was founded in 2007 to provide comprehensive wealth management. Ranga and the Everest team are dedicated to caring for the financial needs of the families they serve. With an emphasis on building trust and holding to the fiduciary standard of putting clients first, Ranga strives to offer financial solutions that inspire confidence.
In his free time, Ranga is passionate about staying active; you can often find him swimming, golfing, biking, and playing tennis. He also has a great love for charity and philanthropy work. To learn more about Ranga, connect with him on LinkedIn.
About Ramprasad
Ramprasad Satagopan is co-founder and principal at Everest Private Wealth Corp, an SEC-registered wealth advisory firm based in Silicon Valley and serving clients across the United States. As a self-made, highly educated first-generation immigrant, Ramprasad became passionate about investing after witnessing the dot-com collapse in the early 2000s. He created Everest to help his peer engineering community to build household wealth in a systematic way. Everest has grown over the years while staying true to its fiduciary commitment. Ramprasad and the Everest team take pride in being a firm that brings a reputable, honest, and caring approach to all its clients.
Ramprasad graduated from both the University of Cincinnati and the University of Phoenix with a master’s degree in science and business administration, respectively. When he’s not helping families build a strong financial future, Ramprasad can be found enjoying traveling and reading. To learn more about Ramprasad, connect with him on LinkedIn.
Disclosures:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on market and other conditions. These views may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
Investing in REITs involves certain distinct risks in addition to those risks associated with investing in the real estate industry in general. Equity REITs may be affected by changes in the value of the underlying property owned by the REITs, while mortgage REITs may be affected by the quality of credit extended. REITs are subject to heavy cash flow dependency, default by borrowers and self-liquidation. REITs, especially mortgage REITs, are also subject to interest rate risk (i.e., as interest rates rise, the value of the REIT may decline).
No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of Everest Private Wealth Corp. strategies are disclosed in the publicly available Form ADV Part 2A.
Everest Private Wealth Corp. is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Everest Private Wealth Corp. and its representatives are properly licensed or exempt from licensure.