Consulting Services

Some independent Registered Investment Adviser firms are ready to break away from business models that no longer drive significant growth. We can help you incorporate alternative market strategies company-wide.

Here are just some of the ways we can help transform your firm:

  • CIO services: Consultative Investment Overview
  • Integrating alternative strategies within the asset allocation mix
  • Training the advisors
  • Educating the investors
  • Implementing an alternative market strategies business development plan

If you are serious about offering what we believe to be a winning alternative market investment strategy to your firm’s clients, contact us. We can help.