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In this episode, the host John Siracusa had a remote chat with Mo Al Adham, Founder & CEO of Frec. Frec offers a suite of automated self-service products to simplify sophisticated investment products traditionally only available via wealth managers, including direct indexing, portfolio lines of credit, and high-yield treasury. Optimizing for both returns and tax savings, Frec Direct Indexing is one of the first direct-to-consumer solutions that enables customers to track S&P indices – delivering the benefits of index investing, with added tax savings and customization.
About the host:
John is the founder of ListenDeck a full-service podcast and video production company, which has produced over 1500 episodes of various podcasts. He is the host of the ‘Bank On It’ podcast, which features over 600 episodes starring high profile fintech leaders and entrepreneurs.
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