We are SUBJECT MATTER EXPERTS GOVERNANCE WHIZZES STORY-TELLERS THOUGHT LEADERS STRATEGISTS EFFICIENCY GEEKS PROBLEM-SOLVERS RISK MANAGERS PROJECT MANAGERS

who CREATE EFFICIENCY TEACH EMPLOYEES GIVE SPEECHES CONNECT PEOPLE MANAGE COMPLEXITY FIND SOLUTIONS MANAGE RISK TICK AND TIE FIND TALENT

 
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SERVING INVESTMENT ADVISERS

Investment firms hire us to elevate their people and refine their processes using a multi-disciplinary approach and deep experience

ReGroup - Practical Know How


 
 
 

Our Passion

Enhancing People, Processes, and Products

 

"ReGroup led our firm through a strategic planning process.  It was a great experience because they helped us see our issues from a fresh and positive perspective.  Their insights were refreshingly honest and straightforward, and helped us turn things around."

John D., Chief Executive Officer

 

 

 

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Practical Know-How for investment advisers:

ReGroup Field Guide

 
 
 

Client SUCCESS STORIES


 
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WHAT OUR CLIENTS ARE SAYING:
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You can definitely trust ReGroup’s work and knowledge. They will execute on anything you give them.
— Stacie D, Head of Operations
 

ReGroup catalyzed action where some people were reluctant. Ann helped us understand our baseline requirements and raised the level of confidence in our ability to manage back-office risk.
— David H., CFA, Managing Director and Portfolio Manager

We worked with ReGroup to prepare and present a new project to our Executive Committee. They did a tremendous job of presenting complicated issues in a way everyone easily understood, and made the entire management team comfortable.
— Ryan B, Managing Director and Head of Sales and Marketing

We worked with ReGroup to help our firm successfully navigate multiple management changes. They exceeded my expectations - the hands on nature of the services they provided, their ability to identify with our employees, and level of insight they provided were exemplary.
— James T, President and General Counsel