Professional Services Firms

Protect and Enhance Your Firm's Investments

When it comes to managing your business, it might be hard to imagine that there could be blind spots – something that you do not already know about your firm’s structure, strategy or management team. When it comes to managing your firm’s investment
assets, do you have that same sense of confidence and expertise?

An Investment Management Assessment will help your firm uncover, assess and resolve a wide variety of investment challenges in three critical areas: investment structure, investment strategy and investment advisory team. In addition, your firm will gain access to Jack's proprietary network of industry professionals and best practices.  An Investment Management Assessment provides programs and recommendations to help your firm:

  • enhance your returns,
  • protect your assets against unforeseen risk,
  • reduce taxes, and
  • preserve your legacy.

downloadDownload Investment Management Assessment: Manage risk, enhance returns and protect the assets of your practice’s investment portfolio.


Download Investment Committees: Elicit the most value from your advisers and maximize your ability to achieve your long-term goals.


Leverage Advisor Expertise Across Disciplines


Schedule a vigorous and comprehensive assessment of your firm’s investments to reduce the likelihood of fraud, enhance the safety of your assets and preserve your legacy.