Close the Gap & Get Your Share: How Immigrants and Their Families Can Build and Protect Generational Wealth in the US

For immigrants, their descendants, and anyone else looking to learn the unbiased truth about investing, Close the Gap & Get Your Share is a step-by-step guide to generating and passing on wealth in the US―dispelling financial myths and offering a secure path to building generational wealth.

Despite the American Dream’s promises of prosperity and security, many immigrants still discover a seemingly insurmountable wealth gap upon their arrival to the United States. And while this gap is caused by innumerable (and sometimes inevitable) factors, its deep persistence is in many cases linked to the financial behaviors of immigrants themselves, who may not be familiar with the country’s financial institutions, and who often subscribe to financial myths that lead to major mistakes.

Close the Gap & Get Your Share will also be useful to non-immigrants wanting to learn about evidenced-based investing and how to build generational wealth. From Dr. Julio Cacho, Cole Conkling, and Juan Carlos Herrera, managing directors of Inscription Capital, Close the Gap & Get Your Share is a crucial resource that explains US-based investing in a way that makes sense to immigrants (as well as novice investors) and allows them to skip years of learning and catch up to their non-immigrant peers in attaining financial prosperity―without jeopardizing their families’ existing resources. Close the Gap & Get Your Share does away with the usual Wall Street practice of overcomplicating investment advice in favor of fact-based, straightforward strategies and puts the reader’s financial wellbeing first.

About the Authors

Dr. Julio Cacho is the founder and chief investment officer of Quantor Capital, a Houston-based asset manager, and the co-chief investment officer of Inscription Capital, a registered investment advisory firm managing over $1.4 billion. Julio holds a master of finance and doctor of philosophy in investment portfolios from Princeton University. He received a BSC in actuarial science and an MA in economics with highest honors from ITAM in Mexico City.

Cole Conkling is a Managing Director at Inscription Capital, a registered investment advisor located in Houston, Texas, which has over $1.4 Billion in assets under management. Cole also serves as a Partner and Managing Director of Quantor Capital, an asset manager, in Houston, Texas. He received his B.A. in Biology from The University of Texas at Austin in 2005, and his J.D. from The University of Houston Law Center in 2010, where he graduated cum laude.

Juan Carlos Herrera is a managing director of Inscription Capital. After graduating from the University of Texas in Austin, Juan Carlos began his financial career in Madrid, Spain, working for a boutique consulting firm. Juan Carlos has a BA from the University of Texas at Austin and currently holds a Series 65 license and three FINRA licenses.

Dimensions: 15.88 x 2.54 x 23.65 cm