Custom solutions that go far beyond traditional compliance…

The Greyline team comes from a variety of different backgrounds, which enables us to bring a unique perspective to our engagements. Our experience runs the gamut and includes: chief compliance officers, in-house general counsels, big law firm attorneys, SEC, FINRA and NFA staffers, operations and investment professionals, technology specialists, career consultants, policy and business analysts, efficiency experts and much more.

Given the depth of our bench and unparalleled breadth of our collective experience, we can provide custom solutions that go far beyond traditional compliance consulting, and add substantial value to our engagements. Whether provided as part of our ongoing support retainer or as a standalone project, our clients often look to tap into our robust knowledge base for practical, business-oriented advice and industry perspective on a range of different topics, including:

  • Alternative Custody Avoidance Solutions
  • Mock Operational Due Diligence Reviews
  • Fund of Fund and Allocator Assessments
  • Business and Management Consulting
  • Operational Infrastructure Planning
  • Fact-Finding Investigations
  • Enterprise Risk Evaluations
  • ESG Program Development and Monitoring
  • New Product Development and Strategy

In true consulting form, we solve problems, address needs and drive efficiencies – regardless of context or setting.

To learn more about our custom solutions, contact us to set up a call with our team.

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