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What We Do

REFS provides tailored consulting services for clients who need a seasoned senior professional to focus on circumstances in need of “fresh eyes” and/or otherwise desire an extension of internal resources. REFS is particularly adept at devising practical solutions to take advantage of changing economic or market conditions.

However, REFS is more than a consultant—it is a hands-on “partner” that actively collaborates with its clients to successfully provide recommendations or complete outsourced tasks. REFS cuts through the distractions, with insight and patience borne from decades of experience, to develop tailored client solutions.

REFS strategy-focused consulting services include.

  • Senior advisor to emerging managers and investment entities.
  • Operations and Reporting
    • Policy consulting in financial management, asset management and operations. 
    • Portfolio reviews to ensure alignment with stated strategies.
    • Strategic and operational reviews
    • Hold/sell analysis.
  • Accounting and Analytics
Dallas Fiduciary Services
Houston, TX Fiduciary Services
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