top of page
Private Financial Consulting
This is your Services Page. It's a great opportunity to provide information about the services you provide. Double click on the text box to start editing your content and make sure to add all the relevant details you want to share with site visitors. Whether you're offering multiple services, courses or programs, you can edit this space to fit your website's needs. Simply double click on this section to open the content manager and modify the content. Explain what each item entails and add photos or videos for even more engagement.
Investment Coaching
Build the confidence and knowledge to make your own smart investment decisions — with an expert in your corner.
Fiduciary Consulting
Navigate complex fiduciary responsibilities with clarity, confidence, and full regulatory compliance.
Advisor RFP Management
Find the right advisor for your organization — without the guesswork, bias, or wasted months.
Investment Coaching
​
Unlock financial independence and avoid the cost of expensive, and often conflicted, Investment Advisors. For too long, investors and stewards have been forced to choose between high-cost advisors with conflicted interests and navigating the financial markets entirely on their own.
​
We believe there is a better way. At Cerevance Consulting Group, we offer Investment Coaching designed to empower investors who want to take personal control of their financial futures and save thousands of dollars in fees.
​
-
No product sales or commissions
-
No asset-based fees
​
Instead, we provide consultation and education tailored to help you:
​
-
Understand the major asset classes and how they work together
-
Clarify your personal risk tolerance and time horizon
-
Learn the principles of sound portfolio construction
-
Build the knowledge and confidence to make your own informed investment decisions​
​
The financial industry can be opaque, expensive, and, at times, deceptive. By choosing investment coaching, you bypass the conflicted sales pitches and layers of fees. Rather, you gain objective, unbiased education that puts you in the driver’s seat of your portfolio, saving potentially tens of thousands of dollars over the long term.
​​​
If you're ready to invest in yourself, not just your portfolio, then let's connect. We’re here to help you become your own best advocate and steward of your financial future.
Fiduciary Consulting
​
Cerevance provides fiduciary-focused consulting services designed to help organizations fulfill their oversight responsibilities with confidence and clarity, and without stepping into the expensive and highly regulated arena of investment advice. Industries that can cause harm or otherwise have negative impacts on society, especially regarding public safety, financial stability and environmental concerns, draw the most attention from regulators. This makes doing business as a Registered Investment Advisor very expensive, which of course, impacts the cost of their business model.
​
We believe there is a better way. One that only includes consultation and education. Cerevance can be your fiduciary partner, providing decades of experience and wisdom, while at the same time, greatly reducing cost. We’ll help guide you to making your own, best-interest decisions and put together the documentation to demonstrate your best-interest intent.
​
Whether you're a nonprofit, foundation, corporate retirement plan sponsor, or private trust, we work alongside your internal team and service providers (custodians, administrators, recordkeepers) to strengthen fiduciary governance, documentation, and decision-making and often eliminate the need for an expensive investment advisor or manager.
​
Some of our consulting services include:
​
-
Drafting and reviewing Investment Policy Statements (IPS)
-
Retirement plan design, analysis and benchmarking
-
Employee education and enrollment strategy
-
Investment committee training and governance best practices
-
Vendor evaluation
-
Compliance-aligned fiduciary file development
-
Process reviews to reduce advisor dependence or oversight gaps
We can help you replace conflicted advisors or other service providers and transform opaque processes with clear, documented fiduciary discipline. When your role demands care, loyalty, and prudence, our role is to make that achievable, efficient, and defensible.
Advisor RFP Management​
​
Hiring the right investment advisor is one of the most important fiduciary decisions you’ll make, but it’s often rushed or based on personal referrals and other subjective measures.
​
Cerevance brings structure and clarity to the process with fully managed, conflict-free RFP support to provide you with the confidence to proceed with an objective decision.
​
We can help you:
​
-
Define the scope, goals, and advisor qualifications
-
Draft and distribute a professional Request for Proposal
-
Evaluate responses using clear and sensible criteria
-
Facilitate finalist interviews and selection
-
Document everything for your fiduciary file
​
No product affiliations. No sales agendas. Just a clear, disciplined process to help you select the right advisor and document how you did it.
Get a Quote
This is a Paragraph. Click on "Edit Text" or double click on the text box to start editing the content.
bottom of page