What We Offer

Independent Board Director

Delivering value-added independent non-executive director services for investment funds and management companies globally.

  • Independence

  • Collaboration

  • Transparency

  • Serving investor interests first through governance over fund activities and service providers, including the investment manager and fund sponsor

  • Working collaboratively with fund sponsor and other service providers to implement a robust governance structure

  • Communicating with investors to provide transparency into the governance framework

Advisory Services

The following services offered represent a continuation of the founder's role during the last 20+ years working collaboratively with institutional clients and investment managers:

  • Operational Due Diligence

  • Managed Accounts

  • Emerging Manager consultation

  • Service Provider RFPs

Such advisory service engagements will be considered provided there is no conflict with any Director services offered.