ELEVATING INVESTMENT MANAGEMENT FIRMS AND THEIR PEOPLE SINCE 2002
We work with investment management organizations like yours to elevate people and refine processes using a multi-disciplinary approach and deep experience.
COMPLEX PROBLEMS NEED A MULTI-DISCIPLINARY APPROACH.
Institutional Money Managers
Mutual Fund Boards
We worked with ReGroup to prepare and present a new project to our executive committee. They did a tremendous job presenting complicated issues in a way everyone easily understood and made the entire management team comfortable.
Ryan B., Managing Director and Head of Sales and Marketing
We worked with ReGroup to help our firm successfully navigate multiple management changes. They exceeded expectations -- the hands-on nature of the services they provided, their ability to identify with our employees, and the level of insight they provided were examplary.
James T., President and General Counsel
ReGroup led our team through a strategic planning process. It was a great experience because they helped us see our strengths and our issues from a fresh and positive perspective. Their insights were refreshingly honest and straightforward. Their actionable guidance helped us turn things around.
John D., Chief Executive Officer
ReGroup catalyzed action where some people were reluctant. Ann helped us understand our baseline requirements and raised the level of confidence in our ability to manage back-office risk.
David H., CFA, Managing Director and Portfolio Manager
You can definitely trust ReGroup's work and knowledge - they know the industry and have technical depth, but moreover, they worked to understand our firm's unique needs. They're also responsive, inquisitive, and bring a fresh perspective informed by their broad industry work. Best yet: they execute.
Stacie D., Head of Operations