Current Engagements

We have designed our consulting services to help you build and sustain your competitive edge in the marketplace, and help you grow your business, improve client retention, and benefit from best practices–both operational and strategic.  To ensure that you get the attention you need—and to ensure that we deliver on our commitment to deliver high quality advice, we only engage with a limited number of active clients: our boutique approach means we can respond to your needs with a sense of urgency and flexibility.

Moreover, we are not a one-size fits all operation:  we tailor our programs to your needs and your situation, and welcome your questions and the opportunity to discuss the outcomes you want. We can also connect you with current or former consulting clients or any of the dozens of firms that have benefited from our training programs.

Client Profile - Solar Development Firm

Engagement Location – New Jersey

Manage the product development and marketing launch of a new investment opportunity that accelerates the adoption of commercial and government hosted solar installations in the Northeast.

Client Profile – Independent Private Bank’s Investment Division

Engagement Location:  Switzerland

Craft new product positioning and RFP product language for six complex institutional products in the emerging markets, thematic equity and global fixed income space.

Craft new firm level language to support transparency around operational and business continuity processes

Revamp and install new RFP process and techonology platform

Client Profile – Hedge Fund of Fund Boutique

Engagement Location – New York City

Retained to advise firm on strategic distribution and marketing approach.

Advise Founders, Partners and Head of Investors Relations on firm and product level positioning while delivering new presentation and marketing content.

Client Profile – Value Equity Firm

Engagement Location – Southwest, USA

Craft new product positioning, naming convention and RFP product language for a high-potential investment strategy

Craft new product RFP language for a niche strategy in a growing energy-related investment category.

Client Profile – Real Asset Firm

Engagement Location – Midwest, USA

Retained to advise Senior Portfolio Managers, COO and Head of Institutional business on the development and execution of a firm and product level marketing program.

Deliver presentation, marketing collateral and coaching to senior portfolio managers.