The financial advocates you need to help manage your career like a business
wealth management firm dedicated to serving the financial services needs of professional athletes
noun pal·a·din ‘pa-lə-dən
A leading champion of a cause, a determined advocate or defender.
The owners of Paladin Capital have long been known as individuals who will fight for something they believe in.
Your financial future is their cause, and Paladin Capital is dedicated to helping you achieve a legacy as great as your name.
Paul Ostby has had a long career as a Certified NHLPA agent representing players who have achieved the highest levels in professional hockey. He has served as an advocate for hockey greats through contract negotiation, marketing, and endorsements. Paul found that the hockey greats he represents also need a trusted financial advocate.
To fulfill that need, Ostby formed a relationship with Jeff Foley, CFP®, to offer professional hockey players and other professional athletes the financial guidance they need to manage their career like a business. Jeff and his team provide a holistic approach to wealth management by offering income planning, asset maximization, legacy planning and tax strategies.
Finding a trusted advisor is one of the most important elements of planning your financial future. Providing you with a fiduciary level of service means Paladin Capital is legally bound to always do the right thing for you and has an obligation to only offer solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout the relationship.
Paladin Capital is committed to transparency. Every step of our relationship is recorded and your financial records are easily accessible to you. Not only does this allow you to track the evolution of your plan and make any necessary adjustments to it along the way, but you can always see that Paladin Capital is acting in your best interest. A commitment to transparency is visible through a strong foundation of technology.
As a professional athlete, you face many financial challenges, but the right technology can make managing and organizing your wealth an easier process. Paladin Capital utilizes Generational Vault, which is a secure online portal that allows you to easily organize, manage and access your financial life. Generational Vault features a variety of services, including secure online account information with daily updates, tracking, and alerts as well as document storage. Generational Vault provides a record of the commitment Paladin Capital makes to act as a fiduciary and act with transparency throughout our relationship.
Paladin Capital offers an exclusive wealth performance system called New Generation Planning that comprises five steps: finding a financial services professional, fact and feeling finding, financial planning, solutions and executing, and ongoing relationship. Step One begins with an explanation of the role of a financial services professional. Step Two encompasses detailed questions about your financial health, and it incorporates the elements of discovery and feedback. Steps Three and Four presents you with a plan that is accompanied by solutions, and careful consideration will be given to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. You will engage in the important task of feedback prior to execution. Step Five recognizes that a successful financial plan requires ongoing engagement, and knowing that you have a financial advocate is probably one of the most important responsibilities for Paladin Capital to deliver. Paladin Capital utilizes Generational Vault to help deliver important messages and announcements to you throughout the year. Althoughh Generational Vault is your destination for updated documents and educational material, Paladin Capital also recognizes the value of a face-to-face relationship and seeks to maintain an active relationship with you, yet customized by your needs.
Paladin Capital recognizes that life is about keeping score. Paladin Capital uses an interactive, online Color of Money Risk Analysis as its introductory step to the financial planning process.
Completing the Color of Money Risk Analysis delivers a numerical score to you that defines your risk tolerance as well as a brief explanation of your risk profile. Your assigned score serves as the foundation for further planning discussions.
Your assigned score and the corresponding profile help you understand your attitudes about investment risk. Learning how you organize your assets and balance their exposure to risk can have a significant impact on your financial lifestyle.
Your Color of Money Risk Analysis score as well as your answers used to generate your score will be recorded in your personal Generational Vault.
Keep your financial information safe and secure. Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place … that is easily accessible!