Vigilant Consulting


Vigilant has worked with the Investment Management Industry’s Leading Investment Advisors, Mutual Funds and Broker-Dealers. They have put our unparalleled industry knowledge and experience to work for them. Vigilant’s services are geared with an eye toward your future growth because Assets under management today are not your projected assets under management for tomorrow.

Growing Assets Under Management

  • Analyze and Assess your Firm’s Growth Plans
  • Recommend Modifications to keep pace with your Firm’s Growth Projections
  • Discuss the Latest Adviser and Fund Growth Methodologies
  • Bring Industry Insights to you from the Leading Investment Firms

“Growing Assets Under Management is always difficult. Understanding your firm’s culture and history is often key to developing a successful growth strategy. We work with you to take your Firm where you want to go. Since each firm is unique, we listen, analyze your Firm, and help you plot the right course.”

Market Viewpoints

Since the Great Recession, many Advisers and Funds have experienced drastic decreases in AUM. Let us help you reverse the trend. Those who manage in the face of change will be the new industry leaders. The key is to change in the right way.

Vigilant is experienced with the full spectrum of Funds and different investment strategies: Markets, Emerging Markets, Frontier Markets, Emerging Market Equity, Emerging Market Debt. Vigilant has partnered with experienced Investment Advisers who have taken whole new approaches to finding investment opportunities for clients.

 Optimize Adviser Profitability

  • Review Adviser and Fund Lines of Business
  • Evaluation of Adviser Profitability
  • Benchmarking Adviser Profitability by Analyzing Revenues, and Benchmarking Costs relative to Leading Advisers and Funds

“Adviser Profitability is front and center of management’s mind. Yet, many Advisors and Funds are unsure what path is right for them. Should they launch a Mutual Fund? Focus on Growing Separate Accounts? Seek out high net worth clients? Which investment is likely to yield you the highest return? Should you seek to develop your Advisory business, or focus on Sub-Advisory relationships? You need a guide to help you through the decisional process. Put Vigilant’s experience to work for you.”

Organization Optimization

  • Review and Evaluate Current Organizational Structure
  • Comparison to Benchmarks for Revenue
  • Referencing Vigilant’s Leading Industry Contacts for Service Optimization and Performance

“Should you be outsourcing your Separate Account Servicing? Outsourcing your Middle or Back Office may allow you to reduce salary expense and focus on your core competencies. Vigilant will perform the Financial Analytics to help you make the right decision.