Classic Time Asset Example
This Google Script-based utility is a classic example of a time asset, a relatively inexpensive, niche software tool that reduces advisor compliance overhead. In my firm, I’ve been using the Best Execution Tester (BET) utility for about a year now, and the savings are both tangible and measurable. Please click here to watch the video.
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About Jim Koch
Jim Koch is the Founder and Principal of Koch Capital Management, an independent State Registered Investment Advisor (RIA) in the San Francisco Bay Area. He specializes in providing customized financial solutions to individuals, families, trusts, business entities and other adivsors so they are better able to achieve their goals. Jim sees himself as an “implementer” of financial innovation, using state-of-the-art technology to provide practical investment management and retirement planning solutions for clients.
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