Business Methodology

Lighthouse

Our experience has aided firms in all facets of their businesses. Our foundation utilizes our proprietary classification system called Lighthouse. The Lighthouse classification partitions the broker dealer and investment manager business model into twelve segments. These segments include: Back Office, Business Process Management, Data Aggregation, Advisor Desktop, Compliance, Recruitment & Retention, Continued Education, Research, Trading, Registered Investment Advisor, Integration and Strategic Planning.

Lighthouse is the prism for our audit, recommendation and implementation methodologies. By starting with our holistic consultative approach we are able to look through the prism and see the spectrum of classifications and their details to guide our clients to their safe harbors.