Starting your own RIA is exciting, but some of the steps to get there can be challenging.
Oyster Consulting’s experts can make the registration process easier so you can focus on other tasks. We are a collaborative team dedicated to helping your firm start strong and stay strong. Our consultants will work with your leadership to design a Policies and Procedures Manual that fits with your firm’s business model, leverages technology and streamlines processes. We will draft your Form ADV, helping you save time and avoid common mistakes and work with you to create a Code of Ethics that captures your firm’s culture while achieving compliance best practices.
Starting with key stakeholders and leadership, we make sure your project goals are understood and aligned to project deliverables.
We customize your project timeline, scope and deliverables. We then translate these into key milestones for quality control and assurance.
Oyster monitors and reinforces project goals while achieving project deliverables.
Whether it is ongoing consulting or project based, Oyster will deliver a quality product that encapsulates your goals and expectations