Advisor/Fund Launch Services

PINE has extensive experience in structuring funds and building the necessary operational infrastructure for a successful investment advisory platform. PINE will evaluate your firm’s needs and design an operational workflow that will reduce manual processes and increase efficiencies. This exercise will include selecting the right technology and service providers that will allow your firm to scale in size and product type.

  • Entity formation
  • Fund structuring
  • Technology and system selection, negotiation and implementation
  • Service provider selection
  • Account openings
  • Prime brokerage interfacing
  • Trade file communication
  • Operations manual procedural build out

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