Starting your own Registered Investment Advisor firm allows you to service your clients while growing a profitable business. The team at HedgeFundTools has years of experience in starting and consulting RIAs.  Companies can utilize our knowledge, expertise, and extensive line of products and services to launch their own RIA and start serving clients, usually in a matter of weeks.         

 The HedgeFundTools' start-up process will include:

•  Initial consultation

• Detailed business plan

• State and SEC filings

• Drafting of your disclosure statement

• Compliance Issues

• Completion of your Policies and Procedures Manual

• Risk management assessment

• Advice on operating structure

• Complete Chief Compliance Officer training

• A marketing plan for your business