STRATEGY CONSULTING FOR
ASSET MANAGERS
Chestnut Advisory Group is a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers.
Our Strategic Advisory and Implementation Services
Products & Solutions
- Product capability reviews, market suitability assessments
- Product development and positioning
- Optimizing solutions & OCIO capabilities
Distribution Strategy
- Team and organization structure
- Resource optimization
- Custom market research
M&A Strategy
- Identify and evaluate best-fit acquisition targets
- Analyze disposition candidates
- Post-acquisition integration planning
Go-to-Market Strategy
- Firm and capability positioning and messaging
- Marketing collateral and thought leadership optimization
- Marketplace visibility and brand building
Implementation and Coaching
- Distribution leadership coaching
- Sales training program design
- Client engagement strategy and value maximization
Chestnut Solutions InstituteTM
- Member forum for solutions providers and partners
- Education and expansion of the solutions marketplace
- Establish and promote strong operating standards
OUR FIRM
Chestnut Advisory Group is a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. We are an operator-led consultancy with a team of diverse and deeply experienced investment industry leaders.
Our singular focus on asset management allows us to understand the issues our clients face in this dynamic, competitive industry. Chestnut’s advice and solutions are made to meet each client’s unique needs. Our strategic roadmaps, bespoke research and insights from our senior advisors guide asset managers and OCIOs through the rapidly-changing investment industry landscape.
Our singular focus on asset management allows us to understand the issues our clients face in this dynamic, competitive industry. Chestnut’s advice and solutions are made to meet each client’s unique needs. Our strategic roadmaps, bespoke research and insights from our senior advisors guide asset managers and OCIOs through the rapidly-changing investment industry landscape.