Insights

In this exclusive interview, MI2’s Harry Melandri sits down with Christopher Poch, founder and CEO of Promethium Advisors and author of Money & Meaning: What I’ve Learned from Advising the Very Wealthy. With more than 40 years of experience advising ultra-high-net-worth families, Chris has shaped the private wealth management landscape from the inside—having led elite […]

4th Quarter 2025 Commentary & Outlook Before we embark on a new era of unheralded efficiency and prosperity ushered in by artificial intelligence (AI), and coming off a three-year 85% gain in the S&P 500 index, a moment of gratitude is appropriate. We are grateful to you, our clients, who are our raison d’être, as […]

3rd Quarter 2025 Commentary & Outlook Significant changes are often accompanied by constraints. The internet boom required fiber optics to handle the telephony volume and mobile phones required hundreds of thousands of cell towers. If one can anticipate what constraints might be caused and position themself accordingly, constraints can be a thing of beauty. We […]

1st Quarter 2025 Commentary & Outlook It is hard not to start with the recent market turmoil and the Trump Administration’s tariff policies. Before we do, we will first pause and thank you for your support in the last year. We have spent most of the year focusing on serving you, our clients. To us, […]

A new form of transaction authentication has emerged. A small but growing contingent of participants are recording transactions on an electronic public record known as the “blockchain”. This may eventually replace much of the global transaction “validation” and “authentication” process. If this occurs, it could massively impact the banking and legal institutions we have relied […]

As we write, the fires are still raging in Los Angeles, and the devastation continues. On the other side of our country, we are preparing for the new Administration and changes that could be significant. Both instances remind us that the unexpected and improbable happen regularly. It is our job to prepare for short-term surprises […]