Increasing and retaining profitable assets under management is difficult

NexTier
Investing Solutions

Leverage our ability to provide risk-mitigating solutions to help your organization run more efficiently.

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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

Investing Services

Target manager of manager platform with at least $500 million in assets under management. Services include helping you understand how your firm is currently perceived in the marketplace, comparison to industry best practices and determination of fair market value.

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Investing Case Studies

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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Investing Team

Our Investing team averages 31 years of business and 29 years of investment management experience. It is uniquely qualified to help you maximize your franchise value and ensure your legacy by selling or merging your investment manager of manager platform.

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Investing Relationships

Our team has been fortunate to work 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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