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