Institutional Consulting Services

kANU 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.

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🟦 CAPITAL MARKETS

kANU Asset Management 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.

🟦 CONSULTING SERVICES

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:

1. On-site Consultation and Assistance

2. Investment Policy

3. Investment Management Structure

4. Investment Manager Search and Selection

5. Performance Evaluation

6. Risk Management Policy

7. Asset Allocation Policy

8. Special/Other Requests

9. Tax Planning

10. Risk Management

11. Asset Protection

12. Legal Advisory Services

13. Tax Credits (Research and Development, Energy, Solar, etc.)

🟦 MULTI-MANAGER SOLUTIONS

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

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.

Dorien Nunez, MBA, CFA

Director, Institutional Consulting Services

Enyi Kanu, MBA, CFF

Chief Investment Officer, Institutional Consulting Services

Erin Maddox

Client Experience Manager, Institutional Consulting Services

Derek Howell

Financial Analyst, Institutional Consulting Services

Lina Alam

Client Experience Manager, Institutional Consulting Services

"We treat every Client like they are our Only Client”

kANU Asset Management is a Cincinnati, Ohio based Registered Investment Advisory Firm (RIA) with a Single Focus: To provide Sound Investment Advice and Exceptional Service to our clients. Our Virtual Family Office offers a Collaborative Team of Thought Leaders and Subject Matter Experts to help you Legally Reduce your Taxes, Risks, and Expenses and Redirect those Savings into Growth assets, Multi-Generational Wealth, Legacy, and Philanthropic Causes that are near and dear to you.

OUR SERVICES

Schedule a Free Consultation nowGet our no obligation 2nd opinion

Tax Planning

Maximize Savings and Compliance with Strategic Tax Planning, guided by our Financial Experts to Optimize your Tax strategy and enhance Financial Health.

Wealth Management

Create a customized Investment plan tailored to your goals, Risk tolerance, Cash flow needs, and Legacy aspirations. Secure your Financial Future with a Strategy designed to Grow and Protect your Wealth.

Insurance and Risk Management

Risk Mitigation

Access to Life, Disability, Long-term care, Property and Casualty, Personal and Commercial Liability.

Business Advisory

Unlock Growth and Efficiency with our Financial business Advisory Services, Optimizing Decision-making, Enhancing Income, and securing Long-term success through expert guidance

Medical Revenue Recovery

Break free from the REVENUE TRAP with WealthRx Advisor Network's partnership with MedXPrime. Insurance Billing and Collection Services for your Medical Practices and Institutions.

Financial and Retirement

Retirement Planning

Develop a personalized retirement plan tailored to your financial status, goals, and aspirations. With ongoing monitoring, ensure you stay on the path to a secured wealth for those who are near and dear to you with a fulfilling retirement.

Institutional Consulting Services

Enhance organizational performance and achieve strategic goals with our Institutional Consulting Services, guided by our financial experts to deliver tailored solutions that drive success.

kANU Financial Literacy Institute

Boost your financial confidence and decision-making skills through comprehensive financial literacy. Our financial experts provide personalized guidance to help you understand money management, investment strategies, and budgeting for a secure financial future.

Philanthropy

Engage in philanthropy to lower your tax liability while making a positive impact. Our financial experts can help you navigate charitable giving strategies that maximize tax deductions and enhance your financial benefits.