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Consulting Services

THALASSA CAPITAL LLC recognizes that, in some instances, an investor may only need help in a specific area. For this reason, we offer an “a la carte menu” of specialized services, where our professional framework can be leveraged without requiring a comprehensive ad long term commitment. 

The list of available specialized consultation services is as follows:

  • Financial Plan
  • Portfolio Review
  • Investment Policy Development
  • Asset Allocation Modeling
  • Fund Manager Search
  • Independent Research and Analysis
  • Deal Review
  • Education Programs
    • Allocation
    • Technical
    • Derivatives
    • Generational
  • Tax Strategy (outsourced)
  • Accounting Services (outsourced)
  • Aviation Services