Consulting & Advisory Services
for Investment Managers
WHY WOLFGANG?
25+ Years Industry Experience
Working with world-class investment firms, we have ‘sat in the COO/CFO seat’ alongside top managers, from inception to multi-billion AUM firms. We have long-term industry relationships across service providers and investors. We have successfully navigated through various market cycles, including the 2008 financial crisis. We take a 360-degree view of the business, having been employees, general partners, owners, and investors/allocators. In short, we put ourselves in your shoes because we’ve been in your shoes.
Customized Solutions
We offer cost effective and efficient solutions for managers at all lifecycle stages.
We help you hit the ground running so you don’t have to wait on a COO/CFO search
Significant cost savings — no long-term commitment/equity to a full-time COO/CFO
Reduced costs/lower overhead burden for emerging managers
Educate the founders to be more effective business owners
Work with managers to interview, hire, train a permanent COO/CFO, when needed
Transition to Advisory role at the sole discretion of the manager
No recruiting fees, benefits, no surprise/hidden costs
Client Commitment
We choose who we partner with and limit the number of engagements to ensure proper service and attention to your firm.
We partner with our clients for long-term success.
Advisory Board
Howard Altman
Frank C. Meyer
Matt Rosenthal
Andrew Lester, CPA
