Institutional Consulting Services

We facilitate client transactions, provide Strategic Advisory Consulting and Investment Management services through our institutional specialty practice groups. We serve diverse institutions including corporations, financial institutions, foundations, endowments, governments, pension funds, etc.

Three people are sitting at a table and one is writing on paper.

WealthRx Advisor Network provides global access through it’s experienced, professional partners and teams. We assist our institutional clients with customized solutions to address their challenges and accomplish their strategic vision. We provide a wide range of financial services through our capital markets platform. We bring people, capital, and ideas together.

Our relationships with our institutional clients foster an environment of collaboration. Our Investment Consultants respond to RFPs and RFQs to provide analysis, insight, and perspective to institutions. Our consulting teams are directly involved with each client providing assistance with execution.

We can help with:

  • On-site Consultation and Assistance
  • Investment Policy
  • Investment Management Structure
  • Investment Manager Search and Selection
  • Performance Evaluation
  • Risk Management Policy
  • Asset Allocation Policy
  • Special/Other Requests

We Deliver Alpha to institutions via our customized fixed income and multi-manager platform. Our multi-manager solutions include minority and emerging institutional portfolio managers, that have been vetted through our rigorous due diligence process.

We seek out minority and emerging portfolio managers that have delivered a consistent risk-adjusted outperformance.

Our manager requirements include:

  • Discipline
  • Intelligent Risk Application
  • Consistency
  • Repeatable Investment Process
  • Solid Organizational Infrastructure
  • Solid Operational Infrastructure
  • Solid Compliance Infrastructure
  • Entrepreneurship
  • Talent
  • Dedication
  • Transparency

MULTI-MANAGER SERVICES

  • International and U.S. equity, and fixed income
  • Multinational investment program management
  • Emerging and minority manager program
  • Family investment programs
  • Alternative investments, including hedge fund strategies

The ICG team is always looking for new managers and good managers for its clients. We require a minimal amount of information to begin the process. Unlike other programs. you can expect some contact from us within 72 hours and then a meeting if appropriate. Please fill out this form and send attachments.

Fill out the form using this link

Meert the ICG Team

Dorien Nunez, MBA, CFA
Director, Institutional Consulting Services

Enyi Kanu

Enyi Kanu, MBA,
CFF Chief Investment Officer, Institutional Consulting Services


Derek Howell
Financial Analyst, Institutional Consulting Services

Erin Maddox

Erin Maddox
Client Experience Manager, Institutional Consulting Services