What We Do

A firm dedicated to helping established boutique and start-up asset managers navigate critical inflection points and achieve immediate, sustainable growth.

Evaluation

TRG 5x Readiness Audit: A comprehensive assessment of your firm's readiness to scale and succeed.

Strategy Development & Prioritization

Align business strategy with your team, resources, and technology for maximum impact.

Implementation

Hands-on collaboration in operations and distribution to execute strategy effectively.

Review

Benchmark results against industry standards to ensure continuous improvement.

Advisory

Long-term strategic guidance as a member of your Advisory Board, tailored to your evolving needs.

What set's us apart
is not what we do,
but how we do it.

What sets us apart?

Embedded Expertise

Our team works within your organization to deeply understand challenges and opportunities, ensuring practical, actionable solutions.

Uninterrupted Focus

We deliver results without disrupting your team's daily operations, providing targeted support that enhances productivity and outcomes.

Client-Centric Partnership

TRG operates discreetly and exclusively for your success. We're not here to promote ourselves—we're here to help you achieve exceptional results for your investors and drive sustainable AUM growth.

Broad Mandates

Active Equities, FinTech, Global Infrastructure, GP Stakes, Hedge Funds, Multi-Asset Strategies, Private Equity, Quantitative Equities, SaaS, Structured Credit, and Venture Capital.

Services

What we do

We work with your team to analyze the current competitive landscape, determine the organization’s readiness to achieve business goals, and implement programs that will drive profitability and create a purposeful and collaborative culture.

Optimal asset management is based on 5 Key Areas:

TRG’s Success Path to Profitable Growth:

Stage 1

The 5x Strategy Readiness Audit

We develop and confirm a mutual understanding of the current operating environment through our 5x Strategy Readiness Audit:

Strategy Identification & Prioritization

Based on the results of the 5x Readiness Audit, we meet with key stakeholders to identify, refine and prioritize the strategic actions that will achieve the profitable growth goals.

Stage 2

Stage 3

Strategy Design & Build

With the key components identified, we move to building out the detailed implementation plan, seek feedback and confirm approvals.

Implementation

Now that the business needs are aligned to your people strategy, stay focused on consensus goals with a transparent reward system to incentivize ideal behaviors.

Stage 4

Stage 5

Implementation Optimization

Diagnose progress and optimize as needed.

Judy Myers Designation Here

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Jason Fallon Designation Here

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Allegra Azzopardi Designation Here

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