Straightforward, fresh perspective.
Objective insights for investment management firms to differentiate themselves in today’s competitive market.
Founded by Julie Hall Moore, JHM Advisory provides investment management firms with candid, insider-consultant insights to help expand their businesses. After decades of analyzing investment management firms and strategies on behalf of consulting clients, Julie is now on “the other side of the table” - partnering with investment management firms, helping to differentiate them in the eyes of consultants and potential clients. JHM Advisory can deliver the unique edge - “the answers to the test” – to achieve and maintain consultant and client endorsements.
Fresh, objective advice and recommendations derived from in-depth discussions and deep-dive analysis
Customized approach, specifically tailored to identify and solve your firm’s challenges
Actionable recommendations, insights and coaching
Leveraging years of experience - breadth and depth of knowledge of competitive investment landscape
Completely confidential – all firm disclosures, conversations, findings and recommendations
What is JHM Advisory?
What is your Objective?
JHM Advisory is prepared to partner with investment management firms at any stage of business development.
• Coveted consultant best-in-class ratings and client endorsements
• Retain your current mandates or ratings
• Consultants to prioritize your firm among “A or 1” rated firms
• Winning Finals - translate more “at-bats” to “wins”
• Outside opinion when colleagues need to hear a fresh, respected perspective
• Identify and address weaknesses, while building upon existing strengths
