Question 1

Why should I choose you as my financial advisor?

Accepted Answer

Clients choose Analog Capital Partners because we provide depth and integration that most advisory firms cant match. We dont sell products or rely on cookie-cutter 60/40 models. Instead, we build proprietary, multi-asset portfolios designed for real-world uncertaintybalancing equities, Treasuries, precious metals, REITs, and alternatives. With in-house CPAs and a true family-office mindset, we unify tax strategy, estate planning, and investment management into one coordinated system, eliminating the fragmented advice clients often receive elsewhere. We specialize in complexityfounders, executives, liquidity events, concentrated stock, and multi-generational planningand operate as transparent fiduciaries with no commissions or conflicts. Clients choose ACP when they want more than a portfolio: they want a disciplined partner who anticipates risks and helps them build durable, long-term wealth.

Question 2

What are your qualifications? What is your education background?

Accepted Answer

Billy Desai is a CFA charterholder with an MBA-level business education supported by studies at McGill University and IESE Business School. His background blends rigorous analytical training with real-world experience in wealth management, macroeconomic analysis, and portfolio construction. Through his work as a fiduciary advisor and thought leader, he focuses on risk management, evidence-based investing, and helping clients navigate complex financial decisions with a disciplined, long-term approach.

Question 3

How do you charge for your services?

Accepted Answer

A percentage of assets under management

Question 4

How are you compensated? How will I pay for your services?

Accepted Answer

We are a fee-only fiduciary advisory firm. We do not receive commission from anyone or have any affiliations.

Question 5

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Accepted Answer

We operate on a fully discretionary basis.

Question 6

How many clients do you currently manage?

Accepted Answer

The firm has approximately 120 clients currently.

Question 7

Will you be the only person working with me?

Accepted Answer

The team at Analog Capital Partners is built around deep expertise, disciplined analysis, and a family-office mindset. Led by Billy Desai, CFAan experienced fiduciary advisor with a background in macroeconomics, portfolio construction, and advanced planningthe team combines high-level financial insight with hands-on execution. ACPFO brings together advisors, in-house CPAs, and planning specialists who collaborate across wealth management, tax strategy, estate planning, and multi-asset portfolio design. Every client relationship is treated as a long-term partnership, with the team coordinating investments, taxes, trusts, and risk management under one aligned framework. Instead of the siloed approach common at large firms, ACPFO operates as a tight, integrated unit focused on clarity, responsiveness, and building durable wealth strategies for individuals and families with complex financial lives.

Question 8

Have you ever been charged with any breaches?

Accepted Answer

No, we have a fully clean record that can be verified on IARD.

Question 9

What services do you provide?  What are your specialties?

Accepted Answer

Analog Capital Partners specializes in comprehensive, fiduciary wealth management for high-income individuals, founders, and families navigating complexity. Your expertise spans advanced financial planning, portfolio construction, tax strategy, and estate planning with a deep focus on risk management and multi-generational wealth design. Unlike traditional advisors who rely on generic 60/40 models, you build proprietary, multi-asset portfolios incorporating equities, Treasuries, precious metals, REITs, and alternativesconstructed to perform across different macro regimes. The firm also specializes in working with clients experiencing liquidity events, job transitions, concentrated stock, and sophisticated tax or trust needs, supported by in-house CPAs and a family-office style service model.

Question 10

What is your approach to financial planning?

Accepted Answer

At Analog Capital Partners, our financial planning approach is holistic, proactive, and built around the full complexity of each clients life. We dont use one-time templatesinstead, we create dynamic plans that integrate investments, taxes, estate structures, cash flow, and long-term goals into one coordinated strategy. We begin by understanding your entire financial landscape, then design a roadmap that reduces risk, increases flexibility, and supports multi-generational wealth. Our team of advisors and in-house CPAs works together to anticipate issues before they arise, prepare for shifts in markets or law, and update your plan as life evolves. The result is a disciplined, family-officestyle framework that keeps every part of your financial life aligned and working toward your long-term objectives.

Question 11

What services do you offer?

Accepted Answer

Financial planning, wealth management, tax planning and estate.