top of page
Businessmen

​CONSULTING SERVICES

  • Development of a Capital Campaign Strategy for Start ups, Small to Mid-Size Businesses.

  • Development of an investment policy statement

  • Investment manager evaluation and selection

  • Ongoing manager research and analysis including:

    • Open communication directly with the Client Relationship Manager

    • Access to quarterly calls and in-person visits

  • Quarterly reviews with the investment team

  • Portfolio analysis and performance attribution

  • Customized portfolio for each client based on factors such as risk tolerance, time horizon and projected spending requirements

  • Sophisticated menu of alternative investment opportunities including hedge fund of funds, private equity and commodities

ADDITIONAL ACCOUNT SERVICES

  • Reg A+, Reg D Capital raise

  • Bond Consulting Preparation

  • Merger & Acquisition Consulting

  • Credit Repair

  • Private Equity Investments in Real Estate (Commercial, Industrial, M-1 Zoned Properties, Opportunity Zone, Enterprise Zone), Financial Technology, and Mezzanine Financing.

Image by Christina @ wocintechchat.com
IMG_20200611_001139_751.jpg

GAUNTLET HOLDINGS

A Family Office.

LEI Number: 894500AUXJN1YTQD8U95

Our Services: Services

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.

bottom of page