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
Article
In our recent conversations with over 100 solutions industry business leaders including OCIOs, multi-asset solutions providers, consultants, sub-advisory asset managers and search consultants - we confirmed the enormous growth opportunity facing the industry and...
Article
Increasingly, what investors want are holistic solutions to help them achieve their investment goals. As a result, the solutions industry is currently experiencing explosive growth. There are many types of investment solutions being offered today. In this article,...
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...
OUR INSIGHTS

Article
In our recent conversations with over 100 solutions industry business leaders including OCIOs, multi-asset solutions providers, consultants, sub-advisory asset managers and search consultants - we confirmed the enormous growth opportunity facing the industry and...

Article
Increasingly, what investors want are holistic solutions to help them achieve their investment goals. As a result, the solutions industry is currently experiencing explosive growth. There are many types of investment solutions being offered today. In this article,...

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...