About Us
Billion
Assets under supervision
Years
Track record
In today’s competitive financial planning landscape, investment managers and registered investment advisors must constantly evolve to stay ahead.
Success requires more than just solid investment strategies; it demands operational excellence. The Operational Success Index (OSI) by Advisor Edge provides just that—a new framework designed to transform the way firms evaluate and enhance their performance.
About our team
With a decades of combined experience in investment research, consulting, and business development, our team has been helping fund managers build stronger businesses and create sustainable growth.
Michael Mossessian
Founding Partner, Director of Communications
Elaine Cheng
Managing Partner, Director of Business Development
Ken Harris
Advisory Board
The Operational Success Index (OSI)
A comprehensive tool designed to evaluate the effectiveness of investment managers and registered investment advisors (RIAs).
With a unique blend of quantitative and qualitative assessments, the OSI provides a holistic view of a firm's operational health, enabling consultants and firms to identify strengths, uncover areas for improvement, and drive sustainable growth. Whether you're looking to enhance client relationships, optimize internal processes, or outperform competitors, the OSI is your go-to benchmark for achieving excellence in the investment management industry.
Investment Performance
Onboarding materials, which include educational content and detailed information about the fund's structure, performance, and operations, are essential for setting clear expectations and building trust with new clients.
Operational Efficiency
Regular newsletters offer a consistent platform to share valuable market insights and updates with clients. They reinforce your expertise and strengthen client relationships by keeping them informed and engaged.
Client Satisfaction
A strong, clear website creates a compelling first impression and effectively communicates your expertise, enhancing credibility and ensures a seamless user experience, helping to attract and retain clients.