​CONSULTING SERVICES
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Development of a Capital Campaign Strategy for Start ups, Small to Mid-Size Businesses.
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Development of an investment policy statement
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Investment manager evaluation and selection
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Ongoing manager research and analysis including:
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Open communication directly with the Client Relationship Manager
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Access to quarterly calls and in-person visits
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Quarterly reviews with the investment team
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Portfolio analysis and performance attribution
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Customized portfolio for each client based on factors such as risk tolerance, time horizon and projected spending requirements
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Sophisticated menu of alternative investment opportunities including hedge fund of funds, private equity and commodities
ADDITIONAL ACCOUNT SERVICES
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Reg A+, Reg D Capital raise
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Bond Consulting Preparation
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Merger & Acquisition Consulting
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Credit Repair
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Private Equity Investments in Real Estate (Commercial, Industrial, M-1 Zoned Properties, Opportunity Zone, Enterprise Zone), Financial Technology, and Mezzanine Financing.
​PRODUCTS & RESOURCES
GAUNTLET HOLDINGS
A Family Office.
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LEI Number: 894500AUXJN1YTQD8U95
OUR SERVICES
Leveraging our highly experienced team, our portfolio companies and strategic partners, we are able to provide a range of services, directly or through referral.