Advisory Capabilities
Services
Transparent pricing. Institutional expertise. Every engagement is led directly by the principal advisor.
ESG Portfolio Assessment
$15,000–$25,000 one-time
Comprehensive evaluation of portfolio ESG risk exposure, scoring, and alignment with institutional sustainability mandates.
Materiality & Maturity Assessment
$15,000–$35,000 one-time
Identify the ESG factors most material to your portfolio and benchmark current ESG integration maturity against institutional peers.
ESG Framework Design & Implementation
$25,000–$60,000 one-time
Design and implement a custom ESG integration framework tailored to your investment process, governance, and reporting needs.
ESG Ongoing Monitoring & Reporting
$3,000–$8,000/month retainer
Continuous monitoring of portfolio ESG metrics with quarterly institutional-grade reporting for boards and stakeholders.
Fractional CRO Services
$8,000–$20,000/month retainer
Senior-level risk oversight on a fractional basis — the expertise of a Chief Risk Officer without the full-time commitment.
Alternatives Due Diligence
$10,000–$20,000 per manager
Rigorous operational and investment due diligence on hedge fund, private equity, and alternative investment managers.
Alternatives Portfolio Construction
$20,000–$40,000 one-time
Build a diversified alternatives allocation strategy targeting uncorrelated returns across hedge fund, private credit, and real asset strategies.
ESG Regulatory Compliance Advisory
$25,000–$75,000 one-time or $5,000–$15,000/month
Navigate SEC climate disclosure, EU SFDR, California SB 253/261, and ISSB requirements with a compliance roadmap tailored to your portfolio.
Portfolio Climate Risk Assessment
$30,000–$80,000 one-time
Model physical and transition climate risk scenarios across your portfolio aligned to TCFD and NGFS frameworks.
ESG Shareholder Activism Advisory
$25,000–$75,000 one-time or $8,000–$15,000/month
Develop proxy voting guidelines and engagement strategy for ESG-focused shareholder resolutions.
Institutional Investment Risk Advisory
$10,000–$25,000/month retainer
Enterprise-wide risk management oversight for institutional investment platforms.
Engagement Models
How We Work
Project Engagement
$10K–$100K one-time
Defined-scope engagements with clear deliverables and timelines. Ideal for assessments, framework builds, and one-time advisory needs.
Advisory Retainer
$3K–$20K/month
Ongoing access to senior advisory expertise on a monthly basis. Suited for monitoring, compliance support, and fractional roles.
Full-Service Retainer
$15K–$35K/month
Comprehensive advisory coverage combining multiple service lines. The equivalent of an institutional-grade ESG and risk team on retainer.