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Mission

Moneymanagerservices.com LLC is on a mission.

  • We are dedicated to enhancing the professional lives of those in the money manager industry by making available comprehensive resources through the Internet.

  • We are committed to maintaining a web site with only the very best content that is drafted by employees with advanced degrees.

  • We will strive to deliver resources in a technologically superior, but easy-to-use, format.
Target Audience

All areas of the investment management business are targeted. Thus, each of the various types of persons that make up the industry should benefit -- portfolio managers, compliance personnel, executives, and back office staff.

Content and Design

Smart and attractively designed, the site allows the subscriber to easily navigate through the site's dense body of information and sample documents. The information in the core areas of the site is sorted in logical and easy-to-use categories and sub-categories. Punchy writing and a crisp design allows money managers to more easily understand and comprehend difficult legal principles and technical concepts.

Centralize Functions

Our goal is to simplify the lives of those in the money management profession by centralizing the resources necessary to perform their jobs. Here are some examples:

  • How do you find investment advisory laws and rules described in plain English?

One way: buy a legal treatise. Best way: subscribe to Moneymanagerservices.com

  • How do you find detailed compliance guidance procedures?

One way: call a large accounting firm. Best way: subscribe to Moneymanagerservices.com.

  • How do you find a list of marketing strategies tailored to the financial industry?

One way: hire a marketing consultant. Best way: subscribe to Moneymanagerservices.com.

  • How much does it cost to assemble all the information contained in this web set:

Traditional methods: thousands or tens of thousands of dollars Moneymanagerservices.com subscription: $250 per year.

The Site Grows and Evolves

Moneymanagerservices.com LLC will never let up. The site will constantly grow and change. Each area will expand; new areas will be added. The site will adapt to keep pace with the evolving industry.

Ease-of-Use Is a High Priority

Moneymanagerservices.com LLC recognizes that information and resources are only useful to the extent they can be found quickly. As the site grows larger, we will strive to improve navigational and other tools that allow immediate access to the desired information or document.

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