Category: Slingshot Financial Update

Small, specialized managers do not need massive teams to compete in advisor channels. They need structure. Slingshot helps firms organize distribution activities across Product, Key Accounts, Marketing, and Sales, bringing clarity, focus, and scalable execution that strengthens advisor engagement and drives AUM growth.

The 2025 Future Proof Festival took place September 7 through 10 on the shorelines of iconic Huntington Beach, California, where there was much to see, do, and learn. Slingshot Financial Founder, Garrett Brookes, attended the festival and shares his reflections.

Q1 2022 “was what it was” war, inflation, rate hikes…Yikes! A repricing across markets and asset classes is understandably taking place. Pockets of the equity […]

As I reflect on the completion of our first calendar year in business, I am appreciatively celebrating accomplishments while getting stoked for 2022. Highlights from […]

It seems like the old personal finance rules of thumb are dropping like flies. Not long after the 60/40 portfolio was declared dead, the 4% […]

A few weeks ago, I made my first allocation to direct Bitcoin exposure and quickly lost 10% on the position. Needless to say, anything written hereafter […]

Direct indexing is the talk of the town; it seems nearly impossible to read industry news or social media without hearing the phrase. For some, the […]

Like watching the opening scene of a mega-wave surfing video: awe, anticipation, excitement, anxiety. This is big and it will have impact. Repo markets ·      What are […]

Slingshot has been warming with the springtime sun and I am excited to share updates on recent activity going on behind the scenes over the […]