Solutions that Satisfy Financially Astute

For more than fifteen years, we have successfully met the demands of a client base that includes Fortune 100 corporations, top-tier investment managers, nationally ranked colleges and universities, and leading money center banks.

Client Advocacy

We employ a unique and highly customized consulting methodology implemented by a dedicated team of experts in their respective fields, including actuaries, financial strategists, accountants and lawyers.

Independence

Independence is the cornerstone of our firm. Our clients’ interests are our primary priority. We provide objectivity and structural transparency in all aspects of our dealings.

Innovation

Winklevoss Consultants pioneered many of the state-of-the-art techniques used for large-scale funding and charitable giving transactions. A highly educated technical staff delivers a special perspective that helps clients secure top-tier investment management, lower risk-based capital weightings, and highly cost effective transactions.

Ongoing Transaction Monitoring and Analytical Support

Years after the initial implementation, we continue to ensure that client’s needs are met. Clients have told us that our ongoing vigilant oversight has protected their investment assets against loss due to miscommunication and administrative errors by service providers.

Download: Winklevoss Consultants Brochure