Professional Services

FundAnalyze's database goes back to 1961 (both live and dead funds). It contains massive operations and fee data from 1994. It is a proprietary database that, in some respects, is unrivaled. 

For Institutions

Access 20 years worth of experience in financial data analysis.

For Fund Boards

I have presented on performance fees, administration fees, compliance issues and 15-Cs.  I prefer to work in the background through governance consultants or legal counsel.

For more information call Max Rottersman at 603-617-2025.