We are a Consultant that works with financial advisors, institutions, banks and other financial firms to improve business processes and execute simple and complex projects that have a high priority but there is not enough resources or time to complete internally. We help our clients improve capability resulting in higher performance at lower costs.
There is no cookie cutter solution that fits all. With an expertise in portfolio management, financial technology systems, investment operations, financial risk assessment, and compliance we know each client has circumstances that demand unique services tailored to their needs. In a world of mass production and robos we put technology, experience and skill to work for our clients.
We are Lean Six Sigma Black Belts and understand what it takes to bring operational excellence. Our approaches have helped companies increase productivity, reduce problems and serve their clients better. We can work as a consultant or as a sub-advisor. We are not happy until you are achieving excellence for your clients. We are able to provide references for our work and are available for a consultation. Contact Us!