Increasing and retaining profitable assets under management is difficult

NexTier
Consulting Solutions

Leverage our 360 degrees of real-world, institutional investment management experience to accelerate the growth of your firm

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Our team of “thinkers” and “doers” allows us to quickly assess your needs

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Combined Years of Experience
Total Advanced Degrees
Charter Financial Analysts
Service Areas

Consulting Services

Our services encompass enterprise risk assessment, business development, compliance, corporate finance, human resources, marketing and communications, operations, strategic planning, succession planning and technology planning. Working with you, we develop and implement actionable solutions that address your “pain points.”

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Consulting Case Studies

For each of our services, we have provided you with representative case studies that demonstrate our ability to assess the situation, develop an effective approach to address our client’s needs and deliver tangible results.

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Consulting Team

Our Consulting team averages more than 30 years of business and 25 years of investment management experience. We are uniquely qualified to help you develop and implement actionable solutions to address “pain points.”

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Consulting Relationships

Our team has been fortunate to have worked in every aspect of the investment management business as asset owners, gatekeepers and investment managers. During their careers, some of our team have worked with organizations that are probably quite similar to yours.

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