You are Popeye. We are Spinach.
You are running a great firm. You’ve made the right decisions to get it to where it is today.
But you are ready to take it to the next level. You know what needs to be done. And you are also smart enough to know an extra serving of brain-food would be a brilliant idea.
That is where we come in. We collaborate closely with you to capitalize on your strengths and help you unlock the potential power of your organization. Like a helping of spinach for a do-gooder sailor.
DeVoe & Company is your thought partner for any strategic decision you need to make for your RIA. Here is why and how:
The Right People: Half of our team has sat in your chair—we have run RIAs. Big, successful ones. The other half are McKinsey-trained strategy consultants who have consulted for over 15 years to RIAs. We have over 100 years of combined experience in the RIA business.
The Right Capabilities: We are the only RIA consulting firm that can help you with ANY strategic decision. As you have seen, our crew has run $1B+ RIAs and/or consulted on nearly every facet of an RIA’s success. Consequently, we offer the only comprehensive platform of services that covers the spectrum of strategic needs. We aren’t “investment bankers in consultant’s clothing.” Or overly specialized in one area, to the detriment of others. Our comprehensive expertise on all aspects of running a successful RIA ensures our solutions are directly or indirectly integrated into your broader organization. (We know our strengths, as well as our weaknesses: We don’t consult on investing, technology, or hyper-detailed operations – and know only enough about tax and legal to be dangerous. Hire other ninjas for these areas.)
The Right Approach: We start with your goals and the strategic context. We shift into rigorous analytics and structured thinking. And then deliver solutions that are rooted in road-tested experience—tested by the team and our clients. We have seen from the front row the change management required for the solutions you need. And consequently craft strategies that perform in the real world, not just in a pretty presentation.
With over 100 years of combined experience under our belt, we are positioned to help you with any strategic decision. Below is a sampling of some of the areas of focus – call us to discuss your particular situation.
Contact Lynn at email@example.com or call 415-813-5066 x5 to schedule a time for us to talk.