Conifer Financial Services is an institutional firm with an entrepreneurial heritage. Bringing together some of the best and brightest professionals from the industry, we have built a high-caliber team of experts, along with a suite of innovative products, to meet the needs of our clients.
Operational infrastructure is no longer only about cost-management, it is now about gaining competitive advantage.
In this world nothing can be said to be certain, except death and taxes.─ Benjamin Franklin Taxes, particularly in the world of alternatives, are complicated and constantly morphing entities that concern both fund managers and investors equally. To be on the wrong side of an investment tax implication is a worry that can erode the […]
Due diligence is an ever growing requirement for many investors, making hedge fund administration a critical aspect of growing capital. Since the Lehman Brothers and Madoff scandals of the past decade, investors have built higher expectations when it comes to operational integrity and transparency. They are increasingly more discerning of hedge fund managers and place […]
In the past, smaller funds have chosen large bank administrators for their asset servicing solutions because of presumably solid services and reliable track record. This is predicted to change soon as many large banks let go of small hedge funds (AUM under $500M) to focus more on big funds. Some large banks cut off their […]
Our sole focus is enabling institutional and alternative managers to improve efficiencies, reduce costs, enhance transparency and spend more time on where they best add value – in managing money.