Billy Desai MBA CFA

Family office wealth management made simple for any size investor with wealth, estate, tax and insurance planning under one roof. I have an extensive background in financial planning and wealth management, with a specific expertise in working with CPAs. Here at Analog Capital Partners, we build what we call the “Complete Portfolio.” We are an alternative investment advisor that is very different from others. Most financial advisors and investment advisors utilize generic stock and bond portfolios with little thought about asset allocation. Analog builds portfolios that contain the optimal mix of stocks, bonds, real estate and precious metals. We are in unprecedented financial times where both stocks and bonds are highly overvalued setting up for a decade of underperformance if generic portfolios are used. We have over 20 years of financial market experience and have advised institutional clients including hedge funds and global sovereign wealth funds. Prior to the formation of Analog Capital Partners, we were advisors to financial advisors across the country regarding asset allocation and discovered how ill prepared the industry is to what is to come. Analog was founded to help individuals, families and small businesses in these complex markets. We specialize in traditional portfolio and ESG (Environmental, Social and Governance) portfolio construction. So, if you are concerned about how your capital is invested and want a more socially responsible portfolio, we offer both traditional and ESG asset allocation, the choice is yours. We use a dynamic strategy to measure risk, identify trends, leverage resources, to provide you with a sound financial strategy that’s just right for you. We understand that not every client that walks through our door is the same. You are our passion and the reason why we’re in business. We’re excited to get started with you.