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Investment Consulting Services

Company ‒ Investment Consulting Services

Our company investment services provide executives and directors with the advice and guidance they need to meet their employment duties.  Our independent and strategic advice helps clients manage risk, protect profit and develop collaborative relations with trustee boards.

Our SOFIA offering (Sponsor Oriented Funding and Investment Advice) is specifically designed for the busy manager. Find out more.

Our proprietary modelling tool, QuantiFI, allows intelligent analysis of objectives and strategies, so that relevant solutions can be formulated and easily communicated.  Find out more.