HC Associates

Service Provider Analysis, Selection & Negotiation

A key component to an effective infrastructure is to properly utilize the service provider community to a client's advantage (both existing and new service providers). This implies having a complete understanding of the service models of each, what the potential pitfalls are with certain service providers, who is best in class in their particular field, and more importantly how to "connect the dots" with all of them so the firm's infrastructure is sound and scalable. HC not only connects those dots, but integrates these service providers effectively into our client's infrastructure thus saving time, resources and money. Fees charged and how best to negotiate them are an important aspect of the equation. It is not just about the lowest price, but about optimizing services for the best price. HC is adept at both and can guide clients through the complexities of each fee structure with any service provider.

Types of service providers include:

Prime Brokers
Custody Banks
Private Bank
OTC Counterparties
Administrators
Auditor
Legal Counsel
Insurance Brokers
Order Management Platforms

Trade Execution/DMA Platforms
Market Data Providers
Technology Infrastructure
Web Designers
CRM Systems
Compliance Systems
Portfolio Accounting, Partnership & Tax Systems
Risk Management Systems

To learn more about our Service Provider Analysis, Selection & Negotiation Services, click here.

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Informational Bulletin: Registration and Form PF Preparation
August 2011
HC Associates' latest bulletin addresses preparing for the Dodd-Frank Act and its proposed Form PF filing requirements.

Opalesque Colorado Roundtable
March 8, 2011
HC's Founder & Chairman Edward Tedeschi discusses industry trends and developments as a member of the inaugural Opalesque Colorado Round table sponsored by Rothstein Kass.