Investment Managers
While the larger investment management organizations are usually well capitalized and fully staffed, the smaller and mid-sized firms often have need of professional assistance to meet challenges and address a variety of problems.
Quite frequently, there is a specific project that needs attention. Unfortunately, in many cases the existing full time staff is either too busy with regular tasks or not sufficiently experienced to tackle the assignment. In addition, because the project is finite in nature, there is little justification to hire a full time professional to perform the work. In such cases , the solution is to retain the services of an experienced investment professional who can quickly and efficiently address the problem.
Among some of the areas that lend themselves to the hiring of a consultant are:
- Revising and/or developing an effective marketing plan
- Mentoring the junior members of the investment team
- Working with the investment policy team to improve decision making
- Creating a more vibrant client service program
- Developing a plan to improve the trading function
- Creating a clear message to help differentiate the firm
- Improving the new account handling process
- Crafting a plan for frequent client communication
- Creating an environment to support team building
The above are just some examples of the kind of projects that can be effectively and efficiently handled by an investment professional acting in a consulting role. The founder of Kent Investment Consulting, LLC, Stephen K. Kent, Jr., CFA, CIC, has almost five decades of experience in investment management and is uniquely qualified to assist your organization in solving many vexing problems. Should you wish to explore a project or assignment within your firm, please contact us to discuss the matter in greater detail.
Consulting Fees
Hourly fee*…………………….………..........$250
Per diem fee*……………….…….….........$1,500
Longer term assignments*……....…...Negotiable
*plus out-of-pocket expenses
|
