Building a Financial Brand for the Future

Old Slip Capital Partners is a New York City based Capital Management firm that is the result of a merger between Standard Fiduciary Consulting, LLC, a leading Registered Investment Advisory firm and CNA Investor Services, Inc., a Chicago based Broker Dealer whose parent was and is a leading national insurance provider. Old Slip Capital Partners focuses on and continue to provide a wide range of financial services including but not limited to; Institutional Investment Advisory, ERISA Governance Consulting, Insurance Consulting, Investment Banking Advisory and Private Wealth Consulting Services.

Challenge

Standard Fiduciary Consulting focused on providing consulting services to retirement plan sponsors. Despite the company's success, the management team had a vision to provide diverse financial services to their clients. Eldon Group was brought in to analyze the company and industry in order to identify opportunities for growth.

Solution

After conducting in-depth SWOT analysis, Eldon Group implemented countless victories which led to the transformation of Standard Fiduciary. The greatest successes included:

Assisted with M&A implementation and risk analysis that created the new Old Slip Capital Partners
Created a new brand and established digital presence to balance information and maintain trust between existing and new clients
Enhanced security and reporting infrastructure to increase transparency with clients on their investments
Developed a world-class technology team through taken acquisition and training