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ClaimMake Money Make a Difference
For Fiduciary Advisors and Institutional Clients. We deliver talent, tools, and high touch that is focused on your unique needs and opportunities. No proprietary products to push--Simply a high-quality extension of your team that is built to enhance YOUR process.
Outsourced chief investment officer consulting services, investment research & analytics, risk monitoring & mitigation, and private wealth management tools.
Often a flat fee. Gradual adoption to suit your needs and meet you were you are. No shoehorned delivery model. You feel empowered by our nearly 30 years experience to augment your intelligence, enhance your portfolios, focus on your clients, and SAVE TIME.
Your advisory practice or family office will benefit from a best-in-breed network of Chartered Financial Analysts, research experts, traders, economists, and FinTech providers.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
Freelancer
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Year founded
Founded 2015
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