Active investment management’s weekly magazine for fee-based advisors

Don Kusak • Houston, TX
Patriot Strategic Investments • ProEquities

I have recently begun to branch out into a more specialized area through Patriot Strategic Investments to help provide veterans and their families with holistic financial-planning advice. We partner with other professionals—CPAs, property and casualty insurance specialists, attorneys—to offer a total one-stop financial solution to veterans, especially those wanting to run their own businesses.

The two keys are targeting a specific market segment, in this case the veteran community, and the cross-pollination of working with a network of high-quality fellow professionals and the referrals that can come from those relationships.

Disclosure: Donald Kusak is president of Patriot Strategic Investments in Houston, Texas. Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a registered investment advisor. Securities offered through ProEquities, Inc., a registered broker-dealer. Member, FINRA & SIPC. VetUSA & Patriot Strategic Investments are independent of ProEquities, Inc.

Photography by Jay Stevens


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