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Home > Business > Business Consulting

Business Consulting

Investment/Operations Advisory and Financial Services for both Hedge Funds and Family Offices. Come to us with your most pressing challenges within the Investments or Operations side of the business. We can propel you forward.

Book a free 30-minute Strategy Call

Best Practices Consulting

Led by Rich Bello, Co-Founder and COO of Blue Ridge Capital, Arootah Investment Advisory and Financial Services leverage the expertise of advisors from some of the world’s most prestigious hedge funds: Tiger Management, D.E. Shaw, Maverick, Pequot, and Andor.

Our advisors impart the tools, policies, and procedures for you to proactively build a firm so stable that the only surprises that will emerge are from markets.

We advise hedge fund executives and their teams on how to maximize their performance with our process driven approach across investments and operations. We leverage our real-world, on-the-job experience in founding, operating, managing, and growing successful hedge funds to offer unparalleled value to our clients.

Whether you are just starting up or an established firm looking to scale or transition, we aim to help leaders proactively build and grow firms.

Learn how your business can grow in these ways: Investments and Operations

We offer services on an ad-hoc or project basis, or for longer-term engagements.

Hedge Fund Advisory

Arootah Hedge Fund Advisory services propel your business forward by leveraging our experience across the key areas of a firm: investments and operations. We will support you throughout the entire life cycle: from startup to raising capital to ongoing operations and beyond.

We’ll help you:

  • Gain support and confidence from industry advisors experienced with the full life cycle of running a fund
  • Navigate SEC and Compliance issues
  • Ensure satisfied investors and foster collaboration across functional areas

Whether you are raising capital or forming a new fund, we have the tools to optimize your time and resources.

Family Office Advisory

Arootah Family Office Advisory services support the unsung heroes who drive the engine of all aspects of a family office, including philanthropy, business ventures, and wealth preservation. Our experience managing family offices helps your clients navigate the three most valuable assets: time, money, and family.

We’ll give you the tools to help your clients:

  • Gain peace of mind knowing that their assets are protected
  • Navigate challenging family dynamics
  • Benefit from an objective third party
  • Ensure that their children and future generations will be well-cared for

Help your clients make the most out of their philanthropy, ventures, and wealth preservation.

Fill in the Gaps

  1. Talent Acquisition Process
  2. Investment Process
  3. Trading
  4. Compensation Process
  5. Legal and Compliance
  6. Human Resources Process
  7. Fund Raising
  8. Investor Relations
  9. Technology
  10. Tax and Accounting

What to Expect

Reach Your Potential

We’ll teach you how to tap into exploration, and inspiration. Those who are fulfilled in their personal and professional lives stay motivated and energized in their work. From the top down, they inspire company pride, loyalty, and long-term retention in the organization. You’ll learn to optimize personal and professional performance to develop satisfaction about future endeavors.

Develop the Mindset for Strategic Pivots and Challenges

In our ever-changing environment, everyone from students to C-suite executives can struggle to stay abreast of change and innovation. We’ll show you how to continuously seek the opportunities in crisis. Many leaders struggle to resolve issues early on, especially those involving discipline, poor performance, and interpersonal conflict.

Our coaches ensure that you can intelligently solve current and future challenges.

Achieve Remarkable Progress and Results

Boost your execution with an objective coach whose number one job is to see you take action. Your performance is drastically impacted by your energy, motivation, and planning. Poor performance equates to poor measurable outcomes. Our coaches help you understand motivation and how it applies to achieving desired results. You’ll get the tools to develop a mindset that supports goal actualization and wellbeing.


Portfolio Management

The KEY driver in differentiating you from your competition is your ability to generate returns by building the smartest and most strategic portfolio of individual investments. Developing policies for constructing and managing risk-adjusted portfolios that are capable of generating positive returns, regardless of market conditions: This is your North Star.

Idea Generation

Your success in building a high-performing, diversified portfolio is entirely incumbent on generating new ideas. Developing a process to help uncover new, innovative, and unique investment opportunities is a constant challenge that will be critical in setting you apart from other funds.

Value Added Research

What exactly is the value proposition you are selling to investors? Your competitive advantage in picking investments. We’ll help you expand and streamline the methods used to conduct thorough and compliant research through process improvements and quantifiable decision-making techniques.

Risk Management

Risk is a constant challenge that you must not only identify, but also seek to mitigate. Your methods, how you articulate those to investors, and your ability to effectively control risks specific to your asset class will further entrust your clients to you.

Data Science

Data: It can undermine the entire investment process if it lacks integrity or quality. Let us help you implement cost-effective approaches to data vendors.


Avenues for trade execution, particularly technology innovators, are constantly evolving and have a definite impact on your ability to source liquidity, achieve best execution and generate alpha. How you manage the trading process is of critical importance to investors and regulators.


The number of SEC cases and enforcement actions relating to how firms conduct research and investment activities has seen an uptick in recent years. Control measures are crucial to ensure that you are meeting all legal and regulatory requirements, particularly as it relates to material non-public information and the use of expert networks. The goal: to keep your firm from costly violations.

Talent Acquisition

The PM manages two portfolios: People and investments. By far, the most important is the team; yet leadership often lacks the investment of time and focus on developing a consistent process for hiring, compensation, performance measurement, and termination to promote a cohesive unit.

Talent Acquisition Services

Talent Acquisition Process Training

Talent Acquisition Software


Fund Raising

Capital raising is one of the most daunting tasks facing any firm. There are effective ways to position your team for success in raising assets and securing investors, while making sure that you comply with all requirements regarding marketing and the distribution of your materials.

Investor Relations

Your ability to effectively communicate with your investors is critical in fostering relationships that last the long haul. Referrals only come from well-informed and satisfied clients – it’s your best marketing tool.

Legal & Compliance

Set a “tone at the top” of a commitment to compliance by establishing processes and control measures that prevent potential legal trouble, avoidable lawsuits, and regulatory violations. Do it reputably from inception so you can focus on success and avoid unwarranted scrutiny.

Tax & Accounting

Whether in-house or outsourced, you need to implement the resources to oversee the accounting, financial reporting, annual audit, and tax preparation requirements of the fund and its clients. The accuracy of your books and records is critical to daily operations, clients, and regulatory agencies.

Technology Infrastructure

Set your team up for productivity and success, ensuring they have the tools and equipment they need from technology, to supplies and beyond.


The number of cybersecurity attacks continues to steadily rise. Guard against the ongoing threat of cyber-attacks, identity theft, and system outages to ensure your data stays secure and accessible.


Our suite of tools and software helps enhance teams’ productivity and effectiveness. Discover our on-the-shelf, off-the-shelf software, or partner with us to build customizable solutions to meet your needs.

Family Office

Meeting the wealth, tax, asset, and liability management needs of the principal(s) and their estates requires specialized attention. Protecting the interests of the firm’s owner(s) ensures their peace of mind and business continuity.

Trade Operations

It is crucial to tailor an effectively risk-mitigating workflow to handle the full life cycle of a trade – order entry, execution, allocation, settlement, and reconciliation — to ensure the accurate and timely processing of transactions. Errors cost money and reputational damage.

Management Company

The ability to forecast and budget the financial accounting and tax preparation needs of the ownership entity ensures that cash, treasury, and management reporting functions are met. Understanding the financial condition of the business is critical to principal(s), partner(s), outside financial stakeholders, and investors.


A business cannot function without the proper behind-the-scenes support, resources and services. Do not ignore the importance of an efficient and cost-effective infrastructure to meet the ongoing needs of your clients and employees.

Human Resources

Focus on your most important resource — human capital — by structuring and implementing procedures for talent acquisition, diversity and inclusion, training and professional development, and benefits. Employee dissatisfaction and turnover cost valuable time and money.

Operational Risk

Manage the operational risk of the firm, ensuring processes are in place to identify the impact and probability of occurrence. Pinpoint mitigation strategies to secure positive outcomes.

Ready to Optimize?

Book a free 30-minute Strategy Call

Frequently Asked Questions

Who are your clients, and what do you do for them?

Our clients come from hedge funds, family offices, wealth management firms, asset management firms, and financial institutions but our consulting capabilities expand beyond those industries.

What kind of “success” are you talking about?

We go far beyond business success. Depending on where you want to improve, our team can help you reach your most ambitious goals in personal and professional life. Common client goals:

  • Expanding operations
  • Maximizing returns
  • Leveraging resources
  • Refocusing your talents
  • Pursuing exciting opportunities
  • Raising more capital
  • Exploring new ventures

How does Business Consulting improve the corporate environment?

There are measurable impacts of Business Consulting, such as improved efficiencies, fewer mistakes, reduction of costly errors, increased revenues. Previous research shows that companies who provided coaching to executives saw improved productivity, quality, organizational strength, and shareholder value. They also received fewer customer complaints and better executive retention. Executives who had been coached had an average ROI 6x the cost of coaching!

Will I get a business strategy?

Yes, our business advisors are eager to provide you with a strategy that works! They’re committed to helping you optimize a business plan, find great tactics, and support you during implementation. Business advisory services are perfect for those looking to grow a business or better market their products.

Where does Business Consulting take place?

We’re 100% online so we can easily connect when it works best for you. The program is safe, secure, and confidential. Our clients and consultants are working hard to make incredible things happen. Protecting your trade secrets, intellectual property, and personal information is a top priority.

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