✅ Pre-call review included • 💵 $500/hr • 🎯 Practical, actionable

Book a 1:1 Call with Brendan

Work directly with Brendan Walsh — a veteran portfolio manager. You’ll send your context in advance and Brendan will review it before the call, so your time together is maximally productive.

Good uses of a call:

Portfolio review: positioning, concentration, correlations, and risk budget.
Process design: build a repeatable workflow (thesis → portfolio → risk → execution → review).
Trade expression: turn a view into a plan (structure, sizing, invalidation, exits).
Hedging & drawdown control: protection paths and “what changes my mind” levels.
Platform help: ThinkOrSwim, IBKR TWS, and practical execution workflows.

Book a Call What to send ahead

Pricing is $500/hr. Shorter sessions are billed pro-rata. Pre-call review included.

Choose your session

Pricing is $500/hr. Shorter sessions are billed pro-rata. All sessions include pre-call review.

30-minute call

$250

Billed pro-rata from $500/hr

✔ Focused diagnosis + next steps
✔ Portfolio/process quick audit
✔ Pre-call review of what you send

Book 30-minute Call

1-hour call

$500

Standard rate

✔ Deep dive on portfolio, risk, and implementation
✔ Build/upgrade your repeatable framework
✔ Pre-call review of what you send

Book 1-hour Call

*48-hour cancellation policy applies.

Pre-call prep (send this after booking)

What to send ahead for the best outcome

1) Your objective

Compound vs income vs preservation, time horizon, constraints.

2) Current positioning

Holdings, sizes, key risks, and what’s bothering you.

3) Your thesis

What you believe, what would change your mind, and your timeline.

4) Platform (optional)

ThinkOrSwim / IBKR / other if you want execution help.

If you don’t have all of this, no problem — send what you can and we’ll structure it together.