The Senior Consultant
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 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.
Honoring leading investment management consultants who represent the highest level of integrity and achievement within the financial services industry through an election by their peers to The Society of Senior Consultants. The 92 consultants in the inaugural election to The Society of Senior Consultants advise 8% of all the assets in the U.S. Through the sheer will, initiative and perseverance of these consultants who have pioneered the process, methodology and technology of high level advice, today's new advice business model is made possible. The Society of Senior Consultants is our industry's best and brightest.
Working with our industry's leading consultants, fiduciaries and investors to create Standards for Professional Investment and Administrative Counsel for each of the ten major market segments of the individual and institutional markets. Fiduciaries and investors gain a mechanism that allow them to influence the level of service they receive, and consultants can more clearly delineate their value proposition. The Defined Contribution and Foundation & Endowment are completed. The High Net Worth and Ultra High Net Worth Standards will be finalized in 2002.
Create training programs that would empower the financial advisor to provide high level, comprehensive, expert advice for each of the ten major market segments of the institutional and high net worth markets.
Providing management consulting services to financial services firms that wish to evolve their support infrastructure to empower their financial advisors to compete on the basis of the value they add.
Conducting an Annual Society of Senior Consultants Awards Conference which recognizes:
Creating a web site that will focus on each of the ten major market segments of the institutional and individual markets which will become the most complete and reliable source of information on practice management, process and technology of investment management consulting.