HOW IT WORKS

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Independence is a strength and a weakness.  Yet all too often, it leads to operating in silos - which doesn't bode well for anyone.  No one can do it all, at least not well.

More Than Funds™ is different.  

We work collaboratively with Subject Matter Experts (SMEs) in our network.  Our SMEs have deep knowledge,  skills and experience in their professional disciplines while advising for you. Think Flywheel Concept in Good to Great by Jim Collins and Hubspot.  

Let's start with an initial conversation to determine what’s best for you.  You'll then choose from various levels of support so that we can partner to help make your vision a reality - so that you can WIN.

Let's work smarter, not harder.