Asset Management
Investment Managers
- Mutual Funds
- Investment Advisors
- Hedge Funds
- Fund of Funds
- Private Equity and Venture Capital
- Wealth Management Firms
- Family Offices
- Global / Institutional Asset Managers
- Endowments & Foundations
Industry Providers
Service Offerings
- Operations & Infrastructure
- Regulatory & Compliance
- Accounting & Finance
- Technology
- Expert Witness (Testifying and Consulting)
- Due Diligence
- CFO, COO, CCO, CTO Services
- Mergers and Acquisitions
- Business Strategy
- Business Continuity Management
- Liquidation Services
- Fund Wind Down
- Internal Audit
- Forensic Services
Wealth Management Firms
Constellation understands that client service, solid investment, allocation and reporting process are critical in today’s wealth management business. We provide a complete customized approach and individual solutions for every wealth management client. The balance between investment risk and reward, establishment of strategic short/long-term goals and wealth preservation is the foundation for wealth managers. Recent market events have reinforced the need for robust risk management procedures, consistent monitoring of investments, and the need for greater transparency.
Our professionals have served the investment and wealth management industry for over twenty years. We have in-depth experience in complex investment structures, due diligence, strategy, operations, infrastructure and technology. Whether you are administrating portfolios, performing a manager search for your platform, streamlining your infrastructure and technology, or want to document your internal operations, Constellation has the experience and expertise you require.
For more information about Constellation’s services call 212.300.6250 or e-mail .