Improving Client Outcomes for Wealth Managers
Product Development
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Product and services are under ever increasing pressure to simultaneously exceed both advisor as well as consumer demand while simultaneously exceeding economic returns for provider. Let us support your efforts to achieve these goals that can onerous on your product teams on their own.
Alternative Investing for Insurance Companies & Family Offices
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The market for alternative managers is in a constant state of growth. The needs of insurance companies and family offices are relatively unique when it comes to investing in alternatives. Let us assist you in determining a strategy that works best for your company as well as support you through the process of managing the market of managers.
ABOUT US
Wealth Management Outcomes, is a boutique management and strategy consulting firm focused on helping wealth managers improve client outcomes for their goals. The focus of the firm is on building or re-engineering risk management and alternative asset practices of wealth managers. The firm also provides M&A advisory services for both buy-side and sell-side clients.
The company was founded by Jonathan Jacobs an executive with a track record of almost 30 years of leadership, growth and ingenuity in the wealth management industry. This includes incorporation of annuity, life insurance and alternative asset practices through wealth management platforms with a focus on RIAs. Jon has a strong track record of independent RIA, institutional and retail client relationships. The firm has unique insights and abilities that can drive actual results. We work with clients to identify their firm’s objectives, determine the near-term and long-term goals, create a plan that is appropriate for the firm and its resources and then support the actual execution of that plan over time. Again, the results matter!
The firm is based in Salt Lake City, Utah – one of the fastest growing cities in the United States!