1. We're curious
We know the investment management business, but we don't know your investment management business. Learning your business requires a curious mind, and we're really curious. Because we've worked with so many unusual and complex firms, we know how to learn firms, and we want to learn yours.
2. We Use multiple disciplines to solve problems
Our approach involves drawing from multiple disciplines to redefine problems outside normal boundaries and reach solutions based upon a new understanding of complex situations. Our sweet spot is anywhere that disciplines intersect.
The first use of the multidisciplinary approach was during World War II by what became known as the military–industrial complex. Notably, the Lockheed Aircraft Company set up its own special projects operation—nicknamed the Skunk Works—in 1943 to develop the XP-80 jet fighter in just 143 days.
ReGroup is your Skunkworks.
3. We Strengthen your organization from the inside out
A close look at even the most successful investment adviser can reveal small issues that, left unresolved, add up and eventually slow your firm down. We take interest when that accumulation makes your firm less competitive and keeps it from reaching its full potential.
We identify challenges vertically within functions, horizontally across functions, and within the culture of an organization. Then we help turn those issues around so the company can grow, create lasting value, and be a more competitive investment management firm.
4. Why our solutions work
We approach problem solving with a risk management mindset in this way: not everything can be solved, and there are a lot of great solutions that produce no return on your investment. Our solutions work because we focus on solving the issues that matter. Every engagement includes problem identification, prioritization, execution, and reporting.
5. What you get
Our goal is to educate our clients, not just hand over our recommendations and call it a day. We provide useful reports you can share and reuse, plans for communicating organizational change to your team, and strategies for staying on track. Most importantly, we work with you closely to make sure you maximize the effectiveness of your role in the process.
6. STAGES OF DEVELOPMENT
ReGroup's clients are in every stage of development:
- Start-up firms before they start up.
- Firms in transition who need to 'regroup'.
- Firms that are growing so fast they're growing right out of their own expertise, people, processes, and systems.
Our clients are large and small, complex and simple. We use the collected experiences and learning from each to help the next client along the way.