Break Through

Evaluating the health and future of a strategy and fund company is key to long term success.  Whether you've hit a road block or just want our team of industry veterans to provide insight on where you can improve, Team Maverick can deliver. This service is highly bespoke based on client needs, however, some of our past engagements have included:

• Evaluating and optimizing distribution channels
• Defining target market and optimizing marketing strategies
• Field Wholesaling optimization
• National Accounts review and roadmap development
• Human Capital optimization
• Financial review and capital expenditure optimization
• Fund acquisition and sale