Hi, I’m Dave.

I work with financial advisors and business leaders to solve their projects efficiently and effectively.

I work with firms on issues ranging from investment selection outsourcing, to firm strategy, communications, and creating clarity around value proposition and other growth initiatives.

A good middle-aged investment consultant. Pioneer in the ETF business. Worked at Barclays, BlackRock, Dimensional, Cap Six and now consults with RIA on ETF selection and other business topics.

Learn more about my professional background

WORK WITH ME

Rapozo Ventures LLC

Rapozo Ventures LLC is a consulting venture founded by David Rapozo to help investment professionals and business leaders solve problems efficiently.

I work with firms just like yours on issues ranging from investment selection to refining strategy, improving communication, and creating clarity around growth initiatives.

Drawing on more than 30 years of sales and leadership experience leading national distribution and advisor engagement teams, I bring a practical approach to consulting grounded in the same ideas that drove my sales career - trust, clarity, and execution.

Trust, Clarity & Execution

Rapozo Ventures LLC provides consulting services on a limited-engagement basis to asset managers and RIAs seeking clarity around a specific challenge or initiative.

In our first meeting, each engagement is defined by a clear scope, a set duration, and defined deliverables—allowing firms to address key issues efficiently and effectively.

The approach remains grounded in the same principles that define my approach to Rapozo Ventures; trust, clarity, and execution.

Contact me for your free 1:1 consultation call
A wooden desk with a laptop, a smartphone, a desk lamp with an exposed bulb, and a printer, with a plant partially visible on the left side, in a dimly lit room. Clarity, easy to work with. Complete set of tools. Pioneer in the ETF business.

Example Engagements

Laptop displaying stock market graph in a workspace with books and mouse nearby. Investment consulting, asset allocation, model portfolio development, outsourcing, 30 years of experience. Pioneer in the ETF business. Worked at Barclays, BlackRock,

Provided insights to McKinsey & Company via an expert network for an alternative asset manager exploring entry into the RIA channel. The engagement focused on sales team structure and how to develop an annual engagement plan for the asset manager. This also resulted in several follow on discussions with McKinsey.

National Consulting Firm

Advised a PE firm evaluating acquisitions in the wealth management and investment management space. The discussion focused on sales-channel structures, virtual engagement models, staffing ratios & strategic growth planning.

Private Equity Firm

A core engagement for Rapozo Ventures — providing independent due diligence and investment selection advice for public markets investments. These projects often free up internal teams to focus on client relationships while adding an objective, third-party perspective on model allocations and investment selection.

Investment Selection

Get in Touch!

Schedule a free 1:1 introductory call with me to discuss your needs. Please call at 630.724.7208, email me at david@rapozoventuresllc.com or click on the button below.

BOOK INTRODUCTORY CALL
Minimalist workspace with an iMac computer. Clarity, ease of use. Pioneer in the ETF business. Worked at Barclays, BlackRock, Dimensional, Cap Six and now consults with RIA on ETF selection and other business topics.