MSI provides strategic advisory, consulting services, and capital solutions to support evolution of asset & wealth management firms and financial services platforms. We work with a small number of clients and begin with a purposeful assessment of our business models strengths, opportunities, and challenges. We then determine, develop, and decide on achievable objectives and vision of success. Once envisioned, we execute on growth plans. We step in to extend strategic business and product strategy efforts. We become an operating partner or advisor as needed to implement key initiatives, bringing business insight accumulated over decades of growing and servicing alternative and traditional asset managers and registered investment advisors (RIAs). Through our knowledge and network, we provide guidance on M&A and capital partners as needed to evolve your firm, sharpen investment strategies, and drive capital deployment decisions.