top of page
WOLFFSTONE
INSTITUTIONAL PORTFOLIO SERVICING
PROVIDING THE RIGHT BALANCE OF INTERNAL OVERSIGHT FOR ASSET MANAGERS
PROVIDING AN EFFECTIVE AND EFFICIENT METHOD OF KEEPING AN OBJECTIVE VIEW OF DEALS IN YOUR FUND'S PORTFOLIO.
WE COVER ALL THE TYPICAL DEAL MAINTENANCE UTILITIES INCLUDING UNDERWRITING OVERSIGHT, POST INVESTMENT SERVICING & RECOVERY PROJECTS, BUT WE ADD MORE, BECAUSE...
LETS FACE IT: YOUR TEAM IS EMOTIONALLY INVESTED AND ECONOMICALLY INCENTIVIZED TO HAVE AN OPTIMISTIC VIEW OF THEIR DEALS.
WOLFFSTONE'S PORTFOLIO SERVICING DIVISION WILL BRING ANOTHER VOICE TO THE CONVERSATION. OUR MINIMALLY INVASIVE APPROACH WILL STAY IN THE BACKGROUND AND NOT DISRUPT YOUR EXISTING HIERARCHY.
PESSIMISTS? NO. REALISTS? YES.
UNDERWRITING
POST-INVESTMENT OVERSIGHT
RECOVERY
bottom of page