The financial advocates you need to help manage your career like a business


a wealth management firm dedicated to serving the financial services needs of professional athletes



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Paladin



Paladin

noun pal·a·din \'pa-lə-dən\

a leading champion of a cause

any determined advocate or defender of a noble cause.

The definition of paladin means a champion of a cause, and the owners of Paladin Capital have long been known as individuals who will fight for something they believe in.

Your financial future is their cause, and Paladin Capital is dedicated to helping you achieve a legacy as great as your name.

What level of greatness will you achieve?  Are you ready?

The Lineup

The Owners

Owners Neil Sheehy and Paul Ostby have long careers as Certified NHLPA agents representing players who have achieved the highest levels in professional hockey. They have served as advocates for hockey greats through contract negotiation, marketing, and endorsements. Sheehy and Ostby have represented hockey players through legal dealings, such as salary and grievance arbitrations. They found the hockey greats they represent and other professional athletes need a financial advocate.

Paladin Capital was formed with Owner Jeff Foley, CFP® to offer professional hockey players and other professional athletes the financial guidance they need to manage their career like a business.

Insert links to Neil Sheehy bio, Paul Ostby bio, and Jeff Foley bio

Neil Sheehy

Neil Sheehy approaches player representation with the same energy and determination that had pushed him to the highest levels of professional hockey. Sheehy's storied hockey career took him from International Falls to Phillips Academy, Andover and then onto Harvard University where he played for the Crimson. A rugged defenseman, he featured prominently on the U.S. National Team (co-captain and MVP), Calgary Flames, and Washington Capitals.

When Sheehy decided to guide other players into pro hockey careers, he had gained the respect of NHL general managers and NHL hockey personnel, plus the expertise to advise players on what it takes to reach the top. Understanding the complex business situations inherent to collective bargaining and contract issues, Sheehy earned his J.D. from William Mitchell College of Law in 1997 and is licensed to practice law in Minnesota and Massachusetts. Baseball may be a sport, but it is also a business. Even if you can field a contending team, they need to play in front of a packed stadium.

Paul Otsby

Paul Ostby, a native of Elk River and inductee into its sports Hall of Fame, brings a well-rounded resume to Paladin Capital. An accomplished player, scout and coach, Ostby has a keen eye for talent and has built the relationships critical to building pathways for players. A walk-on as a freshman, Paul rose to become the University of Minnesota MVP in his senior year, earning him a trip to the National Sports Festival. He went on to tend goal for the U.S. National team.

His understanding of the game led him to coaching for the St. Paul Vulcans, University of Minnesota, Shattuck St. Marys, Apple Valley, Benilde St. Margaret, and state-wide goalie camps and clinics and to scouting for the Washington Capitals. Paul focuses on scouting and marketing endorsements and supports overall player representation.

Jeff A. Foley, CFP®, MSM

President, Paladin Capital, LLC

As president of Paladin Capital, Jeff Foley is passionate about “financial health” and offers a holistic approach to wealth management.

Foley founded Paladin Capital in partnership with ICE Hockey Agency Owners Neil Sheehy and Paul Ostby to provide professional athletes with wealth coaching. Paladin Capital offers a Wealth Performance System that consists of a five-step planning process and incorporates the three hallmarks of the company – fiduciary, transparency, and technology.

Prior to founding Paladin Capital, Foley served in corporate America for 20 years, leading sales teams and constructing progressive product and marketing platforms to help financial services professionals build diverse and sustainable business practices. He built an impressive resume that illustrates his broad understanding of the financial services industry and is committed to sharing his wealth of experience with professional athletes across the country.

Foley began his career in the financial services industry in 1997. Jeff has attained his Series 7, 24, 6, 63, 66 and 53 registrations as well as the CLTC designation and a Masters of Science in Management from the American College (MSM). Foley has held Life and Health licenses in all 50 states, and he is a Certified Financial Planner™ (CFP®), which is a testament to his ethics and professional responsibility. CFP® professionals are held to the highest of standards, and Foley is obliged to put interests of his clients ahead of his own at all times and to provide his financial planning services as a “fiduciary”—acting in the best interest of his clients.

The Partners

The Players

The Game Plan

A Fiduciary

Finding a trusted advisor is one of the most important elements of planning your financial future. Providing you with a fiduciary level of service means Paladin Capital is legally bound to always do the right thing for you and has an obligation to only offer solutions that serve your best interest.

Owner Jeff Foley, CFP® takes this responsibility seriously. He has completed extensive training and experience requirements and is held to rigorous ethical standards through his official recognition as a Certified Financial Planner™. He understands the complexities related to financial planning and knows how to make recommendations in your best interest.

His commitment as a fiduciary is also an assurance to act with transparency throughout the relationship.

Transparency

Paladin Capital is committed to transparency. Every step of the relationship is documented,you’re your financial records are easily accessible to you. Not only does this allow you to track the evolution of your plan and make any necessary adjustments to it along the way, but you can always see that Paladin Capital is acting in your best interest.

A commitment to transparency is visible through a strong foundation of technology.

Technology

As a professional athlete, you face many financial challenges, but the right technology can make managing and organizing your wealth an easier process.

Paladin Capital utilizes Generational Vault, which is a secure online portal that allows you to easily organize, manage and access your financial life. Your complimentary Generational Vault account features a variety of services, including secure online account information with daily updates, tracking, and alerts as well as document storage. It maintains a record of the dealings you have with Paladin Capital, so you have an online resource to check the progress of your plan or review the documents you have executed.

Generational Vault provides a record of the commitment Paladin Capital makes to act as a fiduciary and act with transparency throughout the relationship.

The Wealth Performance System

Paladin Capital offers an exclusive wealth performance system called New Generation Planning that comprises five steps: finding a financial services professional, fact and feeling finding, financial planning, solutions and executing, and ongoing relationship.

Step One begins with an explanation of the role of a financial services professional.

Step Two encompasses detailed questions about your financial health, and it incorporates the elements of discovery and feedback.

Steps Three and Four presents you with a plan that is accompanied by solutions, and careful consideration will be given to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. You will engage in the important task of feedback prior to execution.

Step Five recognizes that a successful financial plan requires ongoing engagement, and knowing that you have a financial advocate is probably one of the most important responsibilities for Paladin Capital to deliver.

Paladin Capital utilizes Generational Vault to help deliver important messages and announcements to you throughout the year. Althoughh Generational Vault is your destination for updated documents and educational material, Paladin Capital also recognizes the value of a face-to-face relationship and seeks to maintain an active relationship with you, yet customized by your needs.

The Score


Paladin Capital recognizes that life is about keeping score. Paladin Capital uses an interactive, online Color of Money Risk Analysis as its introductory step to the financial planning process.

Completing the Color of Money Risk Analysis delivers a numerical score to you that defines your risk tolerance as well as a brief explanation of your risk profile. Your assigned score serves as the foundation for further planning discussions.

Your assigned score and the corresponding profile help you understand your attitudes about investment risk. Learning how you organize your assets and balance their exposure to risk can have a significant impact on your financial lifestyle.

START ANALYSIS button

Your Color of Money Risk Analysis score as well as your answers used to generate your score will be recorded in your personal Generational Vault.

The Venue

Gradient Center 4105 Lexington Avenue North
Suite 230
Arden Hills, Minnesota 55126
www.capitalpaladin.com
info@capitalpaladin.com
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