Whether you are building a new business from the ground up or developing a single new product, we can help guide you into the most appropriate structure for the markets you want to serve. Our background includes providing strategic guidance around:

Mutual Funds
Exchange Traded Funds
Variable Insurance Funds
Separate Accounts

We can also assist in evaluation of existing product lines. Sometimes rightsizing an existing product suite through closures or mergers is the best path forward. Firms who know their own strengths and leverage those tend to be the most successful, and many mid-size firms end up with single product outliers that take time and energy away from what they do best.