Our principals and consultants have managed more than 100 strategy, operations, technology, compliance, and business development projects over the past 25 years. We have deep expertise in the independent financial services industry. We serve national independent BD/IAs and independent financial advisory practices.
We can help you leverage technology to reduce the increasing burden of government regulation.
We have implemented or assessed a majority of the technology tools in the independent financial services industry. We are adept at IT strategy, vendor selection, and integration of systems.
We help financial services firms solve their most challenging strategic business issues through critical thinking, rigorous project management, and/or the savvy use of practical technologies.
Strategy Basecamp is a consulting firm focused exclusively
in the financial services industry. We partner with
executives and managers to facilitate effective business
planning and help you competitively leverage technology
for profitable growth.
BD / RIA: BUSINESS PLANNING | PROJECT MANAGEMENT | TECHNOLOGY CONSULTING
FINANCIAL ADVISOR PRACTICE CONSULTING