Precipio Advisory, LLC is a regulatory and compliance consulting firm to the financial services industry. I help money managers (asset managers, investment advisers, hedge funds, mutual funds, etc.) comply with the complex regulations that impact their firms. I like to think of my offering as “compliance simplified.”
I am essentially a solo practitioner with 17+ years experience in investment management law and regulation. I have decided to embark on penetrating an established industry that is currently being served by large law firms and consulting firms that have deep resources, infrastructures and elaborate technology platforms. I believe my “value-add” is that not all money managers need (or want) the bells and whistles that these large firms are attempting to sell. In fact, I want to distill and simplify the regulations and process for smaller managers who need the same expertise, but don’t need the fancy sales pitch or technology platform. My services are offered through one-time projects or through on-going support, depending on the needs and budget of the client. I see myself as not only solely providing technical advice, but also uniquely being in the position to help coach and inspire a client through the process.
My competitors use primarily blue in their logos and have generally conservative “brands.” I want to appear fresh and unique. I want to distinguish myself using greens and aquas instead. Words that I have been bantering about to describe my brand are: fresh thinking, tailored solutions, creative approaches, outside the box, nimble, agile, competent, systematic, efficient, professional.