Get in touch
+1 347 581 2229
colin.harris@charrisadvisors.com

Services


We help sustainable capital providers manage the complexity of structured investments

Strategic Planning

It's time to prepare for the next stage of your investment management by investing in the right people, processes, systems and software




Investment Administration

Support your teams with finance & operations solutions that allows your business to scale

Forecasts & Financial Planning

Better manage your capital requirements and liquidity with scalable financial models 


Forecast your business for the next
1, 3, 5 and 10 years with a comprehensive and flexible three-statement financial model

Something else?

If you have another need and seek advisory or implementation services with regard to finance and operations of your growing portfolio, send us an email or give us a call

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