Outsourced Chief Compliance Officer/Consulting And General Counsel; Private Wealth Manager
Highlander Compliance Consulting/Highlander Law Firm provides outsourced CCO and GC services to private and traditional investment advisers and asset managers.I work with small and medium-sized investment advisers and asset manager (traditional/CFP, hedge fund, private equity, alternative advisers) to register my clients with state or SEC regulators and manage their investment advisory compliance programs. Through affordable monthly/annual programs I assist clients throughout the entire regulatory compliance process from registration, compliance program development and testing, and examination management. We also provide general legal counsel to investment advisers and asset managers (although we do not prepare hedge fund/PE fund offering documents, but can review to spot inefficiencies or pitfalls). With clients like Thorofare Capital and JCR Capital, we collaboratively, we work with the entire team from the portfolio managers, COO, administration, auditors and IR team to manage your compliance program from a business oriented perspective We have a particular focus on working with private real estate, private equity and alternative/quantitative asset managers offering private funds through 3(c)1, 3(c)5) and 3(c)(7) structures, including private REITS.My advisory practice focuses on providing sophisticated adaptive/dynamic asset allocation investment management for entrepreneurs, attorneys, professional athletes and entertainment industry professionals. Aveo Capital Partners, LLC provides full-service wealth and investment management services and financial planning to individuals, business owners, families, and foundations. We take a comprehensive and integrative approach to assist our clients manage their complete personal wealth and business portfolios.
