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