Comprehensive consulting for investment advisors, broker-dealers and private funds.

ABOUT PRECEDENT

Our mission is to improve the overall quality of investment firms by developing professional competence, employee satisfaction, and compelling and integrated corporate strategy.

What We Do

OUR SERVICES

We’re here to help you deal more effectively with the day-to-day complexities of managing a financial services company. You know what you want. We know how to make it happen.

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CONTACT US

Email or call - we're always happy to talk with you about what you're facing and see how we can help. 

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