Ask Avidian
Ask Avidian is a biweekly finance and wealth podcast hosted by Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions.
Each episode breaks down timely topics like market trends, Federal Reserve decisions, tax strategies, investment approaches, emerging technologies in finance, personal cash-flow optimization, and smart wealth planning—always with practical, no-nonsense insights designed to help high-net-worth individuals and families make clearer decisions in a noisy financial world.
Whether you're navigating rate cuts, liquidity events, AI-powered tools, or simply trying not to overreact to headlines, Ask Avidian delivers thoughtful conversations that cut through the noise.
Website: https://avidianwealth.com
About Jake Borbidge: https://avidianwealth.com/team-member...
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.
Ask Avidian
Logan Henderson from Gridline
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of Ask Avidian, Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, hosts Logan Henderson, CEO of Gridline, for an in-depth discussion on alternative investments. He details how Gridline's innovative platform leverages AI for efficient deal evaluation, delivers real-time portfolio transparency, and prioritizes high-quality fund managers to mitigate risks associated with overly accessible vehicles that may encounter liquidity constraints.
Learn more about Gridline: gridline.co
Gridline Advisors, LLC is a registered investment adviser. This podcast is for informational purposes only and should not be construed as investment advice or an offer to sell or solicitation to purchase interests in any investment fund or security. Any discussion of investment strategies, opportunities, or performance is general in nature and may not be suitable for all investors. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. For more information about Gridline's advisory services, please refer to our Form ADV Part 2A, available at adviserinfo.sec.gov.
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.