Our Sole Focus is Institutional and Alternative Asset Managers

Comprehensive Solutions for Non-profits and Qualified Plan Managers

Conifer Financial Services offers demonstrated expertise, a broad range of innovative services and an ongoing commitment to technology and reporting solutions for large, sophisticated endowments, foundations, family offices and pension plans. We have the experience and resources to assist global, multi-manager and multi-asset class investment pools that require robust daily reporting, risk management tools and portfolio analysis. Our staff and our technology mitigate the limitations of internal accounting teams and custodial bank systems. We put up-to-date data in your hands throughout each month and give you the technological and performance measurement tools to make it count. Partnering with us is the prudent strategy for controlling costs, mitigating risks, and upgrading to the most advanced technological standards in investment operations.