Hedge Fund & Family Office Consulting Services


A part of my background involved hedge fund due diligence, and working with family offices directly.  I continue to use this network in my individual equity analysis, and macro overlays.  This consultation arrangement streamlines my monthly due diligence into a succinct deliverable format.  Most clients of this service prefer a weekly telephone call for efficiency.



  • Initial retainer for general market analysis and valuation work.
  • Connect directly a network of like minded investors
  • Receive summaries of network contacts and their specific research interactions/reports.
  • Direct access.
  • Weekly communication with onsite visits available as an extension of the agreement.


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