Other Banks Promise Great Service, U.S. Bank Guarantees It. Five Star Service Guarantee. The Future Looks Brighter with US.
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Best Money Manager of Today? You be the judge!
bestmoneymanagertoday.com




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Find strategic asset management and asset allocation services.
PrivateWealth.Mellon.com
Wealth Management Guidance and Solutions to Fit Your Needs.
www.BankofAmerica.com/USTrust
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AMR has a history of providing fixed asset management solutions and other services. Contact us today.
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www.AssetManagementResources.com




Easy Hardware & Software Inventory, Discovery & Management. View Demo!
www.KACE.com/Manage-IT-Assets
View 3 Different Perspectives About The Future Of People Management
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manages separate accounts on fixed income portfolios over $2 billion
www.Stephens.com
Renowned investment managers. Providing customized portfolio mgmt
www.OaktreeAssetMgt.com
Colorado-based firm; site displays mutual fund links, client links and mutual fund educational section.
www.alpsinc.com
Swiss banking infrastructure offering services to asset managers, pension funds, insurance companies, small to medium sized banks and large private investors.
www.amconsulting.ch
AMR has a history of providing fixed asset management solutions and other services. Contact us today.
www.AssetManagementResources.com
Best Money Manager of Today? You be the judge!
bestmoneymanagertoday.com
Headquartered in Connecticut and dedicated to enhancing the financial resources of educational institutions, hospitals, foundations, and other nonprofit organizations.
www.commonfund.org
Association and consulting service for family offices and the wealth management industry.
www.familyoffice.com
Independent institutional investment sales and marketing firm, which has raised in excess of $4 billion on behalf of the firms it represents.
www.jstephanco.com
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Publisher of stock, bond and mutual fund information. Includes portfolio tracking, regular columnists, financial news and well reader forums for discussing investments.
www.morningstar.com
Professional service firm for valuation, appraisal and resale of illiquid assets.
www.nyaex.com
Complete range of services for mutual funds, partnerships and other pooled investment vehicles, both domestic and offshore; also, retirement services.
www.pfpc.com
Provides legal advice regarding securities, derivatives, tax, ERISA, litigation and other legal matters, to a variety of investment advisory firms, hedge and mutual funds. The Group serves registered investment advisers, including independent mo...
www.rosenman.com
Analysis of investment managers for foundations and endowment funds with combined assets of over $60 billion.
www.thecarmackgroup.com
Other Banks Promise Great Service, U.S. Bank Guarantees It. Five Star Service Guarantee. The Future Looks Brighter with US.
usbank.com
Find strategic asset management and asset allocation services.
PrivateWealth.Mellon.com
Wealth Management Guidance and Solutions to Fit Your Needs.
www.BankofAmerica.com/USTrust
Gain Help Desk Management Control Maximize power of Numara Footprints
www.NumaraSoftware.com
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Guide to Asset Management Consultants
Asset management consulting firms provide valuable perspectives, specialized skills and result-oriented financial objectivesAn asset management specialist provides important skills for businesses seeking to strategically process and actively manage capital assets. Investment management consultant firms increase productivity by addressing essential issues, recognizing internal or external obstacles and providing specialized services to improve your business assets management.
Before beginning your search for asset management specialists, it is important to define your consulting needs. Clearly identify the goal of your asset management consultancy, including project scope, services needed, time frame and budget. This information will help your business select the best asset management and consulting firm to meet your specific needs.
When selecting an investment management consulting firm, research each consulting practice and evaluate the following:
1. What kind of experience do asset management experts offer to increase business profitability?
2. What services do fund management consulting firms provide to enhance my capital assets?
3. How much should my business invest in asset management consulting services?
Action Steps
The best contacts and resources to help you get it done
Hire asset management consultants that specialize in your industry
Select an accredited asset management specialist who is a seasoned professional with extensive experience in your business or industry. Ask to see a list of past and present clients, and request references.
I recommend:
Commonfund specializes in asset management and financial consulting services for non-profit organizations. The Carmack Group, Inc., focuses on investment management consulting for institutional investors with assets over $60 billion. Strategic Asset Management has extensive experience in asset management for industrial organizations.
Choose asset management consulting firms with proven skills
Review the consulting work provided by each asset consulting management firm. Evaluate the investment management consultant firm's experience, qualifications and certifications, and request successful project examples of the specific skill sets you need.
I recommend:
Stephens Capital Management provides investment advisory services and asset allocation expertise for equity and fixed income assets portfolios in excess of $2 billion. FPC Worldwide, Inc., offers a wide selection of asset management services, and provides online case studies. Asset Management Consultants, Inc., supplies asset allocation and asset management services for businesses and individuals.
Select asset management experts that meet your budget
Many asset management consultants operate on a retainer with a minimum time commitment. Several utilize an hourly fee structure for short-term projects. Your asset management consultancy cost will depend upon the scope of your services.
I recommend:
Get a no-risk contingency quote for fixed asset management and fixed asset consulting services at Asset Management Resources. Request a quote for asset management services at Red Oak Consulting. Peningo Systems offers two methods of doing business, Traditional Method or Consultants Exchange Method, both of which function through an hourly billing rate.
Tips & Tactics
Helpful advice for making the most of this Guide- Make sure that it is written into your contract that the asset consulting management firm will not provide services to any competing business during the course of your professional relationship.
- It is tempting to save time by interviewing just one investment management consulting firm. However, it is in your best interest to contact and interview several asset management consultants. Two or three choices will provide you with the best possible match in skills, services, price and rapport for both you and the consulting firm.
Other Banks Promise Great Service, U.S. Bank Guarantees It. Five Star Service Guarantee. The Future Looks Brighter with US.
Find Asset Management Consultants. Search listings and reviews of retailers, specialists and services in your local area now.
AMR has a history of providing fixed asset management solutions and other services. Contact us today.
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