Senior Consultant Information

The mission of Senior Consultant is to advance and elevate the practice of investment management consulting so that all investors, both institutions and individuals, can gain access to the highest level of professional investment and administrative counsel. Senior Consultant promotes the practice of investment management consulting by:Giving a Voice to the Investment Management ConsultantGiving a voice to the almost invisible investment management consultant within the larger financial services industry through the creation of Senior Consultant. Investment management consultants constitute just one-half of 1% of all financial advisors but advise 25% of all U.S. assets. The profound strategic implications of investment management consulting, its processes and technology, are just now beginning to be understood by the larger financial services industry.