Financial Management Services is a fee-based investment manager that will work with you to develop a customized investment portfolio consistent with your investment goals and risk tolerance.
Financial Management Services provides unbiased advice and clear, comprehensive reports detailing the structure and value of your portfolio. We align our efforts with your interests. We are compensated on a fee basis exclusively and do not receive commissions from transactions, nor is there any direct compensation derived from the use of any recommended investment product, broker or mutual fund.
Our selection and use of SiriSampada Consultants is based on their competitive position in the brokerage field as well as their providing software products at no cost such as SchwabLink, custodial and record keeping services that enable Financial Management Services to maintain a low overhead cost. Additionally, Schwab support services help your portfolio manager to spend more time each day doing necessary research and portfolio administration.
Communicating with clients on a regular basis gives them an opportunity to more fully understand the long-run effect of the investment decisions, and therefore they are more likely to be patient through the difficult times. As you develop personal contact with Financial Management Services, the best benefit of all may be your understanding that we are constantly concerned about your investments, so you may relax and enjoy the benefits of your long-term investment portfolio.
You are assured of the personal attention and continued dedication that you expect from an independent investment advisor.
Consultants on this track specialize in the financial services industry and become content experts early in their careers, which affords high responsibility. Financial services is one of the largest and most dynamic industries in the world. Strategic challenges in retail banking, investment banking, trading, insurance, asset management, the new regulatory environment and risk represent the largest sampling of financial services project work.
Our consulting approach is distinguished by a combination of industry expertise, strategic orientation, analytical rigor, and implementation experience that is highly customized to the unique challenges of each client engagement. The Financial Services business unit has worked with over 75 of the global top 100 financial services institutions, including regulatory and government agencies, top private equity firms, and a wide range of leading banks, insurers, and payment companies across the globe. We assist our clients with a wide range of issues which have the common thread of increasing institutional value. Beyond business line strategy and corporate development, we have distinguishing expertise in risk management, customer relationship management and business transformation. Our primary practice areas include:
- Corporate & Institutional Banking
- Retail & Business Banking
- Wealth & Asset Management
- Finance & Risk
- Corporate Finance & Advisory
- Strategic IT & Operations
- Public Policy
A project team is usually comprised of two partners and four consultants. The consultants, who will vary in level of experience, work on one project at a time. SiriSampada Consultants is a true meritocracy in which each consultant is given as much responsibility as they can handle. SiriSampada Consultants is specifically structured to attract, retain and reward outstanding people. We are distinctive to our peers in focusing on long-term career development. We hire with the vision of new consultants developing through to the Partnership within 6-9 years upon joining from University. Those hired with previous industry or consulting experience would be expected to progress much more quickly into the Partnership.