ReGroup Understands

Investment Advisers

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Hedge Funds

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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



Call (415) 681-2230