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Advisors Financial Planning Group LLC

Status
INACTIVE
Global HQ
United States
Countries of investment
  • USA
Investment stages
  • Wealth Management
Industries
  • Fintech
  • Insurance
  • PropTech
  • HR Tech
About
Osaic is a wealth management platform providing transformative financial solutions through a community of forward-thinking advisors. They aim to move beyond transactions to create lasting value and meaningful client partnerships.
Min check size
$100K
Max check size
$1M
Fund size
NPS

Investment Thesis

Advisors Financial Planning Group LLC’s investment thesis revolves around building customized, diversified portfolios that focus on longterm growth and wealth preservation. The firm seeks to align investment strategies with clients individual financial goals, offering riskmanaged, taxefficient portfolios. Through a holistic approach to financial planning, the firm aims to help clients achieve financial security and grow their wealth sustainably over time.
Lead investor
Co Invest
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Manager's Experience

Top-tier fund specializing in healthcare and technology sectors, with a geographic focus on North America. Engaged in early to mid-stage investments, managing a fund size of approximately $500 million. Completed over 30 deals, with notable exits including 4 successful IPOs. Employs a contrarian investment style, emphasizing rigorous due diligence and long-term partnerships.
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