STRATEGY CONSULTING FOR
ASSET MANAGERS
Chestnut guides asset managers through the rapidly changing and challenging industry landscape
OUR Services
Products & Solutions
We provide thoughtful reviews of product lines, positioning, and the design and evaluation of solutions capabilities

Distribution Strategy
We recommend team and organization structure, custom market research, sales roadmaps and segmentation
M&A Strategy
We help identify best-fit acquisition targets, analyze disposition candidates, and offer post-acquisition integration planning

Brand Strategy
We help you define your firm’s value proposition, create valuable messaging, and grow marketplace visibility via thought leadership and brand building
Implementation and Coaching
We assist in implementing go-to-market strategies, coaching distribution leaders, and designing programs to help you build trusted client relationships

Chestnut Solutions InstituteTM
Our Institute is the preeminent peer forum and voice for the asset management solutions
industry Learn more
OUR FIRM
Chestnut Advisory Group is a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Since its founding in 2013, our deeply experienced team of industry practitioners has provided bespoke advisory services in the areas of growth strategy, M&A, products and solutions, brand, implementation and distribution leadership coaching and training.
OUR INSIGHTS

Webinar
The Chestnut Solutions Institute hosted a public webinar with three leading OCIO search consultant as part of the Institute's mission to help educate and inform investors and other solutions industry professionals. It is a lively, informative discussion of key issues...

Article
As the OCIO market continues to expand with an ever-wider range of providers and capabilities to choose from, investors are increasingly retaining third-party evaluators, also known as OCIO search consultants, to help them evaluate and select OCIO providers. Please...

Webinar
Chestnut's Ravi Venkataraman discusses key issues facing the OCIO and Solutions Industry with Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, Dan Farley, Chief Investment Officer - Investment Solutions at State Street Global Investors, and...