Our Clients

Our clients are Bank Wealth Management/Trust departments or Trust Institutions varying in size from less than $1 billion to greater than $100 billion in managed assets. The primary lines of business provided by our clients are Fiduciary, Asset Management and Custody services. Our clients understand their need to optimize revenue, reduce risk and create a consistent client experience. We have worked with numerous organizations and our recommendations have produced an increase in annual recurring revenue of 12-25%.

Our clients benefit from:

  • Successful and proven process
  • Tactical and results oriented
  • Cash flow positive - professional fees paid only after revenue is realized
  • Professional and experienced consultants within the asset management and fiduciary industry
  • Complete and thorough engagement - provides activity analysis, opportunity development, and implementation
  • Independent, third party, and “best of breed” analysis