Kinesis and Wealth Managers, a call for collaboration and sharing of best practices, questions, insights..

[Jamesmlevy01]

I am an an experienced international wealth manager (ex-Merrill Lynch, over 30 years in the profession) , and Founder of New Paradigm Wealth.

Having sadly concluded that traditional wealth management is essentially a fraud that will never reform itself, (especially in terms of utilization of fiat fixed income instruments that harm clients but are so profitable for issuers) I have spent the past year studying the various alternatives worldwide to permit wealth management clients to base their wealth management strategy on physical gold, rather than various fiat denominated instruments that carry heavy counterparty risk as well as being exposed to continued loss of purchasing power due to inflation.

After a long road with considerable trial and error, I have come to conclusion that Kinesis offer the best combination of security, ability to earn yield, and liquidity, as well as a legitimate and honorable means for wealth managers like myself to earn income from referring clients to Kinesis, and continuing to service these clients to help them expand their use of Kinesis over time.

I am a ferverent believer in networking, and would like to enter into contact with like-minded wealth managers worldwide who also see the potential of Kinesis for their clients, and would like to share ideas, marketing concepts, best practices, and potentially collaborate in events featuring the advantages of Kinesis in wealth management, both virtual and real world.

My Linkedin in James Levy-Newman for those who want to see my credentials. I look forward to developing this thread over time in a spirit of productive collaboration.

 

[Uchiki]

Looking forward to seeing how this thread develops.

 

[sixgun]

If you have a decent number of clients, have you thought about reaching out to Kinesis and enquiring about being a partner?

 

[Jamesmlevy01]

If you have a decent number of clients, have you thought about reaching out to Kinesis and enquiring about being a partner?

Definitely, but as you can see in my message above, I would like to go beyond simply working on my own, but rather collaborate with other wealth managers who have reached similar conclusions to achieve something bigger and better than I could possibly do by myself.

 

[sixgun]

Well Jim Forsyth @Forsytjr is a ground breaker in the area of Sound Money (Citizens for Sound Money). If that sort of thing works for you perhaps you should have a chat with him. The more like minds we have on board the good ship Kinesis the better.

 

[Forsytjr]

Well Jim Forsyth @Forsytjr is a ground breaker in the area of Sound Money (Citizens for Sound Money). If that sort of thing works for you perhaps you should have a chat with him. The more like minds we have on board the good ship Kinesis the better.

Thanks! Yes happy to talk. And it’s not just me C4SM has a great board and advisory board and has worked with businesses and at least one wealth manager to get them started. Also developing e-commerce payment (recently added Lode).

 

[TTwin]

I hope you are correct. My own experience in investing in precious metals over last 15 years has been disappointing compared to fixed income or equities. My investment in KVTs has had 0 return over last 5 years.

Meanwhile, the private equity funds and middle market lending funds and structured notes my financial advisor has put me in have gained 8-10% annually.

I made a big bet on Kinesis with my extra risk money basket and keep my fingers crossed it pays off big someday.

 

[SteveW]

Looking forward to seeing how this thread develops.

Yes, it's a use case we considered long ago.

 

[Alan Ross]

I am an an experienced international wealth manager (ex-Merrill Lynch, over 30 years in the profession) , and Founder of New Paradigm Wealth.

Having sadly concluded that traditional wealth management is essentially a fraud that will never reform itself, (especially in terms of utilization of fiat fixed income instruments that harm clients but are so profitable for issuers) I have spent the past year studying the various alternatives worldwide to permit wealth management clients to base their wealth management strategy on physical gold, rather than various fiat denominated instruments that carry heavy counterparty risk as well as being exposed to continued loss of purchasing power due to inflation.

After a long road with considerable trial and error, I have come to conclusion that Kinesis offer the best combination of security, ability to earn yield, and liquidity, as well as a legitimate and honorable means for wealth managers like myself to earn income from referring clients to Kinesis, and continuing to service these clients to help them expand their use of Kinesis over time.

I am a ferverent believer in networking, and would like to enter into contact with like-minded wealth managers worldwide who also see the potential of Kinesis for their clients, and would like to share ideas, marketing concepts, best practices, and potentially collaborate in events featuring the advantages of Kinesis in wealth management, both virtual and real world.

My Linkedin in James Levy-Newman for those who want to see my credentials. I look forward to developing this thread over time in a spirit of productive collaboration.

What you have said has reinforced my confidence in Kinesis, though I have to admit that it has been waning lately due to the low transaction velocity.

 

[Jamesmlevy01]

I hope you are correct. My own experience in investing in precious metals over last 15 years has been disappointing compared to fixed income or equities. My investment in KVTs has had 0 return over last 5 years.

Meanwhile, the private equity funds and fixed income notes my financial advisor has put me in have gained 8-10% annually.

I made a big bet on Kinesis with my extra risk money basket and keep my fingers crossed it pays off big someday.

Hi TTwin, Thanks for your feedback. I think it is important to note that you are speaking about two very differenent investments here at the same time. Investing in KVTs is essentially a private equity investment, one which may yet pay off very handsomely if Kinesis succeeds, but no doubt has taken already much longer to develop than many anticipated.

On the other hand, you speak of investing in gold itself. It it true that the 15 year return of gold is not very inspiring as it is a ¨peak to peak¨ comparison. However, if we look at the 20 year graph of gold against USD gold has quadrupled in this period, providing a return better than any fixed income instrument I know. Similiary, her in Europe, gold has provided a return of over 9% p.a. against the Euro since it was introduced in year 2000. Finally, while most fixed income funds suffered considerable losses in the powerful interest rate rises in 2022, gold holders maintained their capital, with even a small gain during the year. In short, I continue to believe that physical gold serves the role of wealth preservation better than does traditional fixed income investments. If that gold can be accompanied by some kind of yield, as is the case in the Kinesis platform, then my "case for gold" is even stronger.

 

[Jamesmlevy01]

Thanks! Yes happy to talk. And it’s not just me C4SM has a great board and advisory board and has worked with businesses and at least one wealth manager to get them started. Also developing e-commerce payment (recently added Lode).

Hi Jim, Thanks for your feedback. I would be pleased to have a conversation with you. My email is jl@newparadigmwealth.com Could you send me your contact info. or DM me on Linkedin so we can organize a call when convenient? Look forward to speaking with you. Best wishes,

 

[Forsytjr]

Hi Jim, Thanks for your feedback. I would be pleased to have a conversation with you. My email is jl@newparadigmwealth.com Could you send me your contact info. or DM me on Linkedin so we can organize a call when convenient? Look forward to speaking with you. Best wishes,

Jim@citizens4soundmoney.org. My linked in, if I even have one is horribly out of date. Have you looked at this research? https://www.artemiscm.com/research-papers/p65kjb3ju51wcftiq9bvjjl38y30qk. Agreed that if you cherry pick dates gold can look bad but over generations it’s an absolutely vital component. And IMO now more so than ever. 60/40 is dead, the days where it worked were short in historical terms. Will send email too.

 

[TTwin]

Hi TTwin, Thanks for your feedback. I think it is important to note that you are speaking about two very differenent investments here at the same time. Investing in KVTs is essentially a private equity investment, one which may yet pay off very handsomely if Kinesis succeeds, but no doubt has taken already much longer to develop than many anticipated.

On the other hand, you speak of investing in gold itself. It it true that the 15 year return of gold is not very inspiring as it is a ¨peak to peak¨ comparison. However, if we look at the 20 year graph of gold against USD gold has quadrupled in this period, providing a return better than any fixed income instrument I know. Similiary, her in Europe, gold has provided a return of over 9% p.a. against the Euro since it was introduced in year 2000. Finally, while most fixed income funds suffered considerable losses in the powerful interest rate rises in 2022, gold holders maintained their capital, with even a small gain during the year. In short, I continue to believe that physical gold serves the role of wealth preservation better than does traditional fixed income investments. If that gold can be accompanied by some kind of yield, as is the case in the Kinesis platform, then my "case for gold" is even stronger.

I agree. I made an error above. Bond funds have been terrible as well as public equity funds, particularly in 2022. I meant middle market lending funds and structured notes (aka alternatives). Sorry for the error. I have only been in precious metals for 15 years. I missed the runup in early 2000s.

 

[TTwin]

I'd like to see KAU and KAG in a tax free health savings account. Grows with yield, debit card for expenses.

Would require US govt to pass a law. Currently most have a use it or lose it each year, which is nonsense. Need to save and grow for major medical problems when we get older, or for long term care. Replace long term care insurance.

 

[Jamesmlevy01]

An update for this thread: In recent weeks I have been in contact with @Jeff , who is a true "Kinesis Evangelist", dedicating time and effort generously to help Kinesis reach critical mass and takeoff to a bright future of sound money for the masses.

One of Jeff´s businesses is a really sharp and innovative web development shop called Avid Cube Studios (avidcube.com). I was very pleasantly suprised to learn that for qualified applicants, at his discretion of course, Jeff is willing to provide free of cost a marvelous and brilliantly designed ¨Kinesis Referral Microsite" customized with the referral code of the one who requests the site.

Here is mine: https://kinesis-referrals.com/0158-2845-km13818275/

This microsite has already proven to be a huge help in my work as a ¨Kinesis Evangelist" Wealth Manager, as it gives me a single link with an ample, attractive, brilliantly designed selection of well chosen information to provide to potential Kinesis customers. I have already had over 100 views just in the first week. Interest in precious metals and sound money is rising, and tools like this are extremely helpful to help get out the "good news" about Kinesis in a well-organized and very professional manner.

Thanks so much @Jeff

 

[Jeff]

Thanks for the kind words, James. I'm glad to see you're getting some good feedback regarding the KRS.

If you want a set of cards done up in Spanish as well, just let me know.

 

[Lozion]

Hi Jeff are you still offering these ?

 

[Jeff]

Hi Jeff are you still offering these ?

Of course. I'll send you a DM with an invite code, if you want to partake.

 

[LeoGV]

Hi Jeff; just joined Kinesis, waiting for my virtual card approval to 'fund' my account.
What do i have to do to get one of these amazing microsites ?

This product is amazing and a game changer; i am planning to become 'the' Colombian project evangelist... Saludos !

 

[Uchiki]

Hi Jeff; just joined Kinesis, waiting for my virtual card approval to 'fund' my account.
What do i have to do to get one of these amazing microsites ?

This product is amazing and a game changer; i am planning to become 'the' Colombian project evangelist... Saludos !

Welcome Leo,
Keep us posted on your progress with the card and use of Kinesis in Colombia.