Formation,
Costs,
& Advice
Call Katrina and have your questions answered.
(480) 563-2000
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Hedge Fund Services
Starting A Hedge Fund
Forming a hedge fund is a complex, highly specialized venture that
requires the services of knowledgeable professionals including
accountants, attorneys, and third party administrators.
Professionals at M.S. Howells & Co. have the expertise,
contacts, and strategic partnerships with service providers
required to make the formation process as seamless and
successful as possible.
M.S. Howells & Co. can connect managers starting a new hedge fund with key
professionals and help new funds attain Prime Brokerage
services through our relationship with Jefferies and Company,
Inc. M.S. Howells & Co.
can provide prospective fund managers with the information required to successfully start a
new fund, including advice in preparing presentation and
marketing materials for potential investors.
M.S. Howells & Co. gives new fund managers advice concerning the basic
structure of hedge funds, how to create an action plan that will
allow new managers to control the start-up process, and help
new managers avoid common mistakes that can be problematic in
the future. Our professional team can help new hedge fund managers
develop and articulate short and long term goals, strategic
objectives, and operational procedures and protocols. Whether
you're a domestic or offshore start-up fund, we have relationships
with numerous third party providers that specifically service
the hedge fund community.
Click here if you would like to download M.S.
Howells & Co.'s "Hedge Fund Formation Points To Consider"
Soft Dollar Arrangements
M.S. Howells & Co. offers hedge funds and money managers the ability to
create soft dollar arrangements in order to finance expenses for
the benefit of the fund including research, quotation equipment,
periodicals, and other services. While reviewing soft dollar
arrangements, M.S. Howells & Co. recommends that our
institutional clients examine their current trading
relationships in order to evaluate whether they are currently
receiving trading flexibility and the best trade execution
services. When entering a soft dollar relationship with
M.S. Howells & Co. you will receive a detailed monthly accounting of
activity and balances in your soft dollar account.
Technology Assistance
M.S. Howells & Co. combines best-of-breed third-party and proprietary services and products
to create a comprehensive technology solution. From compliance monitoring to contingency planning,
we are well aware of the many challenges faced by financial firms. We know our clients require that
their critical information be available when and where they need it. M.S. Howells & Co. can help
clients select, acquire, manage, and maintain an optimal mix of technologies to grow and support their
businesses. The M.S. Howells & Co. I.T. team is well versed in today's complex technology environment and
ready to assist our customers in effectively dealing with any issue.
For more information about our Hedge Fund Formation Services,
please contact Katrina Santa Maria at (480) 563-2000. |
