01 / INVESTMENT ANALYSIS
Investment Analysis
& Research
Review an opportunity, challenge the assumptions, and understand the economics of your investment.
For family offices & investment teams
Explore investment analysisConsulting services
The expertise you need.
When you need it.
Add investment research, AI know-how, or an economist to your team without making a full-time hire.
Three ways to work together
Investment Analysis
02 / PRACTICAL AI
AI Strategy
& Implementation
Put AI to work on a real business task. Get help choosing tools, setting up the workflow, and training your team.
For family offices & businesses
Explore AI support03 / ECONOMIC RESEARCH
Your Fractional
Economist
Get research and economic insight that inform your investment strategy and business plans.
For organizations without an in-house economist
Explore economic advisoryFrom the first conversation to the next decision
01
Start with the question
Tell me what you are deciding, what is getting in the way, and when you need an answer.
02
Agree the work
We agree the deliverables, timing, and fee before the project begins.
03
Put the result to use
Review the findings together, choose the next step, and put the work into practice.
Before we begin
How do you price the work?
Projects have an agreed fee based on the question and deliverables. Ongoing advisory has a monthly fee and an agreed amount of support. You receive a proposal before work starts.
Who will I work with?
Brian leads the research, analysis, and client conversations. You work directly with the person responsible for the result.
Can you work alongside our existing team?
Yes. Bring an existing model, research question, or workflow. The work can add capacity or provide a second perspective without replacing your team.
Do we need to choose a service first?
No. Describe what you need to decide or improve. We will work out the most useful starting point together.