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FM will provide you with access to a growing list of service providers across the investment management space. We will set up introductions, provide discounts at initial setup and launch, guide you through the review process and provide ongoing support and referrals as your business grows.
Empower your business with our online file management and automated investor reporting systems. With our industry-standard tools, you will be able to run investor performance, regulatory reports, and much more with the click of a button. We will provide you with the tools and training to ensure a successful fund management operation.
We will guide you through complex investment management marketing and sales strategies to ensure you are raising capital in a compliant manner. Our industry experts have over 20 years in investment management and will provide you with tips and tricks to ensure you have an effective investor acquisition strategy that will ensure success.
FM Consulting empowers forward-thinking financial advisors to become successful fund managers. Our deep expertise and industry network will enable you with the tools to transition into the exciting world of investment fund management.
CONTACT USFM Consulting guides financial advisors as they transition to the highly lucrative field of fund management. Our best-in-class tools, capital markets expertise, and expansive network will enable you to monetize and grow your client base within three months.
Join a network of forward-thinking capital markets professionals that will enable the growth of your business
Equip your practice with our online book of records, regulatory reports and automated investor reporting
Learn how to monetize your relationships and raise capital for your investment fund in a compliant manner.
The learning curve for the establishment and management of an investment fund is steep and expensive. FM exists because it is not easy for a financial advisor to discover how to become a successful fund manager. This complexity comes from challenges ranging from complex compliance and securities law, fund audit and independent administration requirements. Choosing the right law firm, bank, auditor and fund administrators are all essential for successful launch and fund operation. Most critical is selecting the correct investment strategy and ongoing management of the fund.
FM solves this problem by providing a “business in a box”.
We serve as a “coach” to support and guide each investment advisor through the process, from end to end. FM brings its vast knowledge of fund organization and its pre-qualified relationships with best in class vendors to cut significant time and expense from each fund managers’ learning curve. Our dedicated team will focus to bring each advisor a comprehensive alternative investment strategy that is complementary to their client’s needs and investment goals.
Access our proprietary tools and resources that will enable you go from kick-off to launch in 6 months!
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