Financial InterGroup and our principals have been at the forefront of innovation in the consolidation and globalization of the financial services industry for over four decades. From the earliest approaches to managing financial institutions to the latest theories of systemic risk we can claim confidently we have “been there, done that” whether on the inside as managers or on the outside as advisors to management.

We have evolved our thinking from having been there at the dawn of the new eras of wealth management, modern portfolio construction, financial planning, risk management, performance management, derivatives and hedging techniques, hedge funds, market center automation, retirement benefits and investments, Internet development, and alternate investment strategies.

Our research into issues and problems, and emerging trends and strategies is appreciated for its deep dive into the details while speaking to the C level manager in a clear voice. Our historical perspective and experience gives gravitas to our research and advice. Our contacts and access provides our clients with timely input on acquisition and capital raising potential.