GrowTH STRATEGY CONSULTING FOR ASSET MANAGERS
Chestnut guides asset managers through the rapidly-changing industry landscape. Our solutions help our clients get where they want to go.
OUR Services
Product Strategy
We provide thoughtful reviews of product lines, rationalization, development, and prioritization

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

Brand Strategy
We define your firm’s value proposition, identify target investors and their needs, and create valuable messaging and marketing plans
Implementation Support
We know a thoughtful strategic plan is only the first step. We partner with you to ensure successful implementation of your new strategy. Our ongoing strategic advisory includes sales coaching, firm and product messaging, thought leadership, and long-term marketing plans

OUR FIRM
Chestnut is a boutique growth strategy consultant dedicated to asset managers and OCIOs. We are a women-owned, practitioner-led firm and our advisors are a team of deeply experienced industry professionals.
OUR INSIGHTS
Webinar
Samantha Davidson of Mercer joins us to discuss the top factors creating world-class, client-centered solutions, and how Mercer has implemented them. Please fill out the form below to hear our discussion. Shortly after submitting you will receive an email with a link...
Article
Back to Basics: Client Experience Investment managers beginning the 2023 business year are facing the continuation of an intensely turbulent marketplace. As investor confidence remains under pressure, Chestnut’s Back to Basics series continues examining the research...
Webinar
Steve Charlton of NEPC joins us to discuss research and insights around how to cultivate trust with investors and consultants, an activity that is critically important in times of turbulent markets. Please fill out the form below to hear our discussion. Shortly after...
OUR INSIGHTS

Webinar
Samantha Davidson of Mercer joins us to discuss the top factors creating world-class, client-centered solutions, and how Mercer has implemented them. Please fill out the form below to hear our discussion. Shortly after submitting you will receive an email with a link...

Article
Back to Basics: Client Experience Investment managers beginning the 2023 business year are facing the continuation of an intensely turbulent marketplace. As investor confidence remains under pressure, Chestnut’s Back to Basics series continues examining the research...

Webinar
Steve Charlton of NEPC joins us to discuss research and insights around how to cultivate trust with investors and consultants, an activity that is critically important in times of turbulent markets. Please fill out the form below to hear our discussion. Shortly after...