Achieve Your Financial Dreams We provide concierge-based financial services.
TheDirectEffect.com
Our Client-Centric Philosophy The company culture and corporate vision we bring to every client engagement.
At The Direct Effect, we understand that your portfolio is more than just a number. It represents time and energy invested to secure a financial future for loved ones and family, often including hours sacrificed away from those very people to achieve it. That’s why we take our responsibility to our clients personally, treating each and every portfolio as if it were our own. We will do everything in our power to make sure that you feel like you have a “financial concierge” at your fingertips. Through our comprehensive and holistic approach, we can assure you that all financial strategies will be evaluated, and nothing will be forgotten or left on the table. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to the The Direct Effect experience. We welcome the opportunity to introduce you to our brand of tailor-made services and individualized attention. This is what we do, and we do it well.
-- Anthony De Santis, Founder
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The Direct Effect
"We take our responsibility to our clients personally"
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We Provide Concierge Financial Services
Experience our red-carpet treatment.
We have one guiding principle at The Direct Effect that is instilled in our corporate culture and is ultimately the core of everything we do: concierge-based service.
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The Direct Effect
INDEPENDENT ADVICE
CLIENT EXPERIENCE
Creative Strategies Developing detailed, outsidethe-box financial approaches that yield results.
Red Carpet Service Providing clients with celebritylike treatment and concierge financial services.
Customized Solutions Creating a tailor-made plan for each client based on their personal needs.
Consistent Contact Meeting with clients quarterly to deliver updates and finetune their portfolios.
Unbiased Suggestions Designing client portfolios based on a virtually unlimited number of options.
Family Office Culture Giving each client the intimate attention deserved to secure their financial future.
ATTENTIVE TEAM
HOLISTIC PHILOSOPHY
Proactive Outreach Contacting clients with the information they need before they know they need it.
Reputable Providers Working with quality companies that can deliver results for client portfolios.
Responsive Service Reacting to client requests with an instilled sense of urgency and priority.
Advanced Technology Utilizing the most advanced analysis, storage, and data aggregation software.
Professional Experience Interacting with staff that is impeccably trained and extremely courteous.
Financial Coordination Harmonizing the various accounts and financial professionals that are involved.
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Our Comprehensive Analysis
The different areas we will analyze to better clarify complicated financial scenarios.
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Investment Analysis
Retirement Analysis
Tax Diversification Analysis
Long-Term Care Analysis
Estate Analysis
Business Analysis
The Direct Effect
Our Comprehensive Analysis At The Direct Effect we realize that every client and business we work with has unique needs, goals, and objectives. That is why we deliver customized solutions to address the specific nature of each of our clients scenarios. However, we use a holistic process to ensure that appropriate financial areas are analyzed and comprehensive service is rendered.
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Our Customized Services
The wide range of services and personalized planning The Direct Effect offers to clients.
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The Direct Effect
"Success occurs when opportunity meets preparation." —— Zig Ziglar
WEALTH MANAGEMENT
TAX PLANNING
Planning is an important part of every financial situation, but a solid plan means nothing without the financial tools and know-how to implement it. The Direct Effect not only lays out a map for success but also takes the next step to deliver the investment strategies and allocation suggestions necessary to deliver that promise. Through our investment platform, we offer access to the best and the brightest portfolio managers as well as customized, proprietary solutions. Through our innovative research and analysis and our leveraged relationships, we are able to offer clients institutional grade solutions in traditional and alternative investment classes.
In today’s ever-changing tax environment, proper planning for tax exposure is essential in protecting our clients’ hardearned assets. The Direct Effect offers advanced analysis and planning solutions to diversify and limit our clients’ tax liabilities while maintaining compliance within the complex regulatory environment. We provide our clients tax forecasting and filing services through our network of tax professionals. Our clients also enjoy access to advanced tax software that helps identify strategies to maximize their deductions and/or limit the future taxation of their assets. Our expertise related to the tax aspects of our clients’ portfolios enhance real returns by creating more tax efficiency.
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Our Customized Services
RETIREMENT PLANNING With the variety of options, the complexities of different plans, and the uncertainties of longevity and inflation, retirement may seem like more of a burden than a joy. Through The Direct Effect’s dynamic and holistic approach, we are able to offer consistency and confidence to our clients through every stage of retirement planning. In the first stage (the accumulation or contribution phase), we offer asset allocation and tax strategies to assure that our clients reach their retirement goals. In the second stage (the distribution or income phase), we offer budgetary and income strategies to track and adapt retirement income solutions, ensuring that our clients will not only make it to retirement, but through retirement as well.
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The Direct Effect
ESTATE & LEGAL PLANNING At The Direct Effect we understand that with the blessing of success comes the curse and complexity of protecting that blessing. Estate planning encompasses a wide range of factors including wills, trusts, family corporations or partnerships, beneficiaries, property ownership, powers of attorney and specific final arrangements for an estate or business. These aspects can be hard to navigate alone without a plan to put into action. Our firm works to help conserve the wealth and success of our clients by offering specific estate preservation strategies to ensure that they accomplish their goals regardless of predictable or unforeseen circumstances.
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Call Our Concierge Team
RISK MANAGEMENT & INSURANCE STRATEGIES
MORTGAGE & REAL ESTATE SERVICES
Assessing risk is a strategic measurement process; it can change on a dime and have devastating effects if not handled properly. The The Direct Effect team understands that there is no point in working diligently to create wealth if it can be lost in a moment. Our focus is making sure our clients are protected through our robust and comprehensive insurance and risk management platform. In any investment situation there are times of uncertainty, especially with a volatile financial market, but our clients can rest assured that their team of experienced professionals is prepared for any scenario.
For many families and corporations, real estate is one of the most significant and complex investments in their portfolios. Real estate can serve many different purposes and functions including but not limited to: primary residence, vacation property, rental or income property, commercial property, life estate, and charitable or philanthropic use. The Direct Effect understands and encourages the implementation of this alternative investment class. For that reason, we make sure our clients are utilizing their mortgage and leverage options, maximizing their tax advantages, and limiting their exposures and liabilities with this unique financial product.
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Corporate Office 7535 E. Hampden Ave. #400 Denver, CO 80231 (303) 717-4721 www.TheDirectEffect.com
The Direct Effect and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under The Direct Effect. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.