Strategic Investments
Accredited Consulting Service for Mr. Gurevich MBA BSEE Accredited Senior Consultant (ASC)
The Appleton Greene Accredited Consultant Service (ACS) for Strategic Investments is provided by Mr. Gurevich and provides clients with four cost-effective and time-effective professional consultant solutions, enabling clients to engage professional support over a sustainable period of time, while being able to manage consultancy costs within a clearly defined monthly budget. All service contracts are for a fixed period of 12 months and are renewable annually by mutual agreement. Services can be upgraded at any time, subject to individual client requirements and consulting service availability. If you would like to place an order for the Appleton Greene Strategic Investments service, please click on either the Bronze, Silver, Gold, or Platinum service boxes below in order to access the respective application forms. A detailed information guide for this service is provided below and you can access this guide by scrolling down and clicking on the tabs beneath the service order application forms.
Client Telephone Conference (CTC)
If you have any questions or if you would like to arrange a Client Telephone Conference (CTC) to discuss this particular Unique Consulting Service Proposition (UCSP) in more detail, please CLICK HERE.
Bronze Client Service
Monthly cost: USD $1,500.00
Time limit: 5 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze service includes:
01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management
To apply – CLICK HERE
Silver Client Service
Monthly cost: USD $3,000.00
Time limit: 10 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze service plus
01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis
To apply – CLICK HERE
Gold Client Service
Monthly cost: USD $4,500.00
Time limit: 15 hours per month
Contract period: 12 months
SERVICE FEATURES
Bronze/Silver service plus
01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training
To apply – CLICK HERE
Consultant profile
Mr Gurevich is an approved Senior Consultant at Appleton Greene and he has experience in finance, management and globalization. He has achieved a Master of Business Administration in International Business, a Bachelor of Science in Electronics Engineering and he is a Certified Financial Modeling Expert. He has industry experience within the following sectors: Banking & Financial Services; Education; Healthcare; Technology and Real Estate. He has had commercial experience within the following countries: United States of America; United Kingdom; Israel and Japan, or more specifically within the following cities: Los Angeles CA; New York NY: London; Tel Aviv and Tokyo. His personal achievements include: $2.5B in evaluated investment proposals; $350M in capital placements; international expansion of $1.7B education business; IRR of over 50% across all placements and over $100M in revenue/cost synergies on strategic consulting. His service skills incorporate: corporate development; strategic planning; private equity; financial modeling and due diligence.
To request further information about Mr Gurevich through Appleton Greene, please CLICK HERE.
Executive summary
Strategic Investments
A Strategic Investment process helps clients to define their investment objectives and then design a customized portfolio strategy in order to achieve them. Implementing a strategic investment process can help overstretched and under-resourced firms fulfil their wide-ranging and complex responsibilities. The key is to partner with a consultant who is dedicated to helping design and implement investment policies that are tailored to your particular objectives, mission, willingness to bear risk, and changing circumstances. The ideal strategic relationship should be a seamless extension of your own human resources, complementing them with the additional resources needed to steward investments effectively, by using a stakeholder management process. This will enable you to: improve your return on investment; optimize governance and reduce costs. The ultimate aim is to achieve your projected return on investment, at the least possible cost and with the minimum amount of risk. This service will help you to construct a cost-efficient portfolio that strives to strike an optimal balance between risk and return, and it can employ sophisticated analytical tools to properly align an investment strategy with an institution’s circumstances and core mission. Improving net-of-fee, risk-adjusted returns increases wealth over time and helps institutions satisfy the growing demands placed upon their investment portfolios. The service increases the efficiency and agility of decision-making, simplifies oversight, and helps appropriately focus the attention of each level of investment governance. By taking on the responsibility of the day-to-day management of the investment portfolio, the service allows internal staff to focus on core operations, and governing bodies to focus on setting the institution’s strategic direction and ensuring the alignment of the investment policy with that direction. Governance is also enhanced by replacing the fragmented views provided under the traditional fiduciary governance model with the total perspective provided to fiduciaries by the consultant. Implementing the Strategic Investments service eliminates the need to recruit and retain a fully staffed internal investment office and to provide that office with the up-to-date systems required for policy design, risk management, back-office operations, and performance measurement. It also saves money for its clients by making its portfolio management process more efficient. These efficiencies include the ability to negotiate lower manager fees, eliminate fund-of-fund fees, and minimize costs associated with third-party providers, many of whom are rendered superfluous by this service.