Our investment strategy consulting service uses both third-party and proprietary research. The service is best suited for clients who need broad level strategic advice they can apply to portfolio management, though they prefer to choose their own investments and perform their own analysis on individual investments.
We provide our expert economic views, including strategic asset allocation recommendations, and investment specific comments and suggestions.
Our business planning services include financial modeling for the capitalization of startups and strategic investment expenditures. Our analysis develops performance and financial metrics used to outline management and other actionable plans.
We produce reports for both internal and external audiences, geared towards economic sensitivity analyses.