• #9 - Mo Al Adham, Founder & CEO at Frec

  • Sep 30 2024
  • Length: 20 mins
  • Podcast

#9 - Mo Al Adham, Founder & CEO at Frec

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  • Summary

  • Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Mo Al Adham, Founder & CEO at Frec.


    What you’ll get out of this episode:

    • What is Frec?: Mo Al Adham explains Frec’s mission to provide market returns with tax savings through direct indexing.
    • The Evolution of Index Investing: Frec offers a modern twist on traditional ETFs, providing both returns and capital losses for tax efficiency.
    • Portfolio Customization: Frec allows investors to tailor portfolios by excluding specific stocks or industries, offering more control.
    • Portfolio Lines of Credit: Mo discusses how Frec's portfolio lines of credit empower investors without the need to sell assets.
    • The Future of Fintech & AI: Insights on how Frec utilizes AI for compliance and personalization and its potential impact on the fintech industry.



    To learn more about Frec:
    Website: https://frec.com/
    LinkedIn: https://www.linkedin.com/company/frecfinance/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/maladham/


    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/


    Slice of Finance is produced by Slice of Media, Inc.

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