Confidence in Conifer

Boutique Approach. Institutional Expertise.

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.

What We Do

Conifer is the destination for comprehensive asset services – empowering portfolio managers, reducing costs, enhancing transparency, and meeting investor expectations.

Operational infrastructure is no longer only about cost-management, it is now about gaining competitive advantage.

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Conifer is a leading independent asset services firm with more than $115B in AUA providing innovative technology solutions and exceptional client care.

Conifer Financial Services offers front-to-back operational solutions across all asset classes and strategies.

Latest Blog Posts

Tax Considerations for Alternatives

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 […]

Stronger Due Diligence Demands Reputable Hedge Fund Administration

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 […]

Boutique Administrators: The Answer to Asset Servicing Solutions for Small Hedge Funds

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 […]

Who We Serve

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.