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

Slice of Finance

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.