Content and Design

  • Content development
  • Design and branding
  • Effective, organized, concise
    product development

Marketing material:

  • Pitch books
  • Teaser pieces
  • Core brochures
  • Websites
  • Video Communication

Manuals:

  • Compliance
  • Procedures
  • Training

Operations and Compliance

  • Studies
  • Compliance
  • Contracts (advisory/administrative)
  • Fund Startup
  • Process Analysis
  • Service provider analysis and transition support
  • Staff restructuring
  • Systems (transfer agency/investor service)

Fees

Based on complexity and priced by project. Inquiries are
welcome for one day, one week, or monthly assignments.