Fund Management Services in Philadelphia

When your investment firm faces a management transition or other turnover, you want good people in place to help smooth the process. In a smaller business hub such as Philadelphia, only a handful of locals are qualified for these executive-level positions. That’s where Vigilant Fund Management, LLC, can help. We have a team of highly skilled professionals ready to step in to fill these slots. You can count on us to keep the good name of your company and your clients’ money on the right track.

Downtown Skyline of Philadelphia, Pennsylvania at twilight

Outsourcing Services for Fund Management in Philadelphia

If your investment business is registered under the 1940 Act, or the Investment Company Act of 1940, you can benefit from our fund management services. We provide you with professionals who have at least 20 years of experience. They have worked with many different types of funds, including closed- and open-ended and series trusts. Their skillsets include providing RFP services for providers and overseeing due diligence reviews.

Whether you need outsourced CFO, mutual fund president or secretary selection, we can assist you quickly and with the utmost professionalism.

Our services in Philadelphia include:

  • CFO outsourcing services: Your CFO is responsible for overseeing financial statements and data critical to your company’s continued success. Our CFO professionals have backgrounds in fund management and understand the operations of mutual funds.
  • Corporate secretarial services: The finance industry is tightly regulated. You need highly qualified, highly experienced secretarial assistance to ensure you keep detailed, accurate records. Our professionals have mutual fund expertise and can keep your workflow going seamlessly during a transition.
  • Mutual fund president services: The face of your fund should inspire trust and provide thought leadership to steer your company in the right direction, even in times of turnover. An outsourced mutual fund president from our team will earn your confidence quickly while acting decisively within the culture of your fund.

Protect Your Future With Vigilant Fund Management

We understand our professionals are joining a company that has long functioned on its own. Our team will make the effort to understand your company’s history and respect it as you move forward. Let us help you push your Philadelphia firm to new heights. Contact us today.