ADVISOR SERVICES

Cedarwood Associates provides support or guidance to asset managers and fund advisors, typically in areas where there is either a lack of expertise or resources.  In these cases management may also want an outside perspective on the particular issue. The following are areas where we have provided service:

• Acquisitions/Divestitures – We identify and communicate with interested counterparties, evaluate possible strengths and weaknesses of a transaction, analyze pricing opportunities, and provide valuation assistance.
   
• Product Line Evaluation, Rationalization and Restructure – We provide guidance in establishment of strategy for the product area, determination of what is necessary to meet the strategy, recommendations on exiting of products, pricing of services.
   
• Advisor Business Strategy – We assist firms in entering the mutual fund business, including start-up requirements, fund structure and service provider selection.
   
• Compliance Programs – We will evaluate compliance needs, development of policies and procedures, and assess strength or weakness of existing programs.
   
• Risk Assessments – We review and provide recommendations relating to the firm’s exposure to risk, resources committed to the risk function and controls, industry trends in the risk management area.

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