Limitless Investing’s Managing Principals, Dan Thomas and Zach Gendron, are registered representatives offering securities through their broker, Phase One Financial Services.
Dan and Zach act as placement agents and investor relations representatives on behalf of their 10-15+ institutional asset management partners/sponsors with 25+ offerings and $500M+ available equity allocation per year.
Limitless Investing provides a one-stop-shop, value-add service to investors, while maintaining the same economics of working directly with a sponsor. The first step is establishing personalized investment goals and target allocations based on each investor's specific criteria. Investors then gain access to a steady stream of pre-vetted, diversified, private alternative investments with top-tier sponsors. Finally, Limitless Investing acts as a single point of contact for investment updates, questions, and other investor relations activities across all active investments and sponsors.