Hedge Fund & Family Office Consulting Services

$100,000.00

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 regular telephone call for efficiency.

Category:

Description

  • Initial retainer for general market analysis and valuation work.
  • Connect directly a network of investors and pooled research.
  • Receive distilled summaries of trade ideas, and research interactions/reports, saving valuable time.
  • Direct access.
  • Regular communication via phone calls and zoom video sessions with onsite visits available as an extension of the agreement.

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