Oculus Partners, LLC

Strategic Consulting Services

Clear Vision

Unique Insight

Practical Innovation

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Oculus Partners provides advisory and content services to financial organizations interested in growing and strengthening their investing and retirement business.  Broad industry experience and deep product expertise shape the substance of our results-oriented services. 

 

Our consultants bring 15 to 35 years of experience serving in line management and strategic roles in a host of organizations and are heavily involved in public policy and trade organizations in the wealth management, asset management, and retirement industries. We bring vision and practical experience to our client engagements, defining our success by your results.  We offer specialty expertise to asset managers and advisors, brokers and distributors, product manufacturers and recordkeepers seeking to:

 

· Create a high-impact business strategy centered on investing and retirement opportunities

· Accelerate growth through product innovation, expansion of sales channels, sales effectiveness, or corporate acquisition activities

· Re-invigorate client or distributor relationships with leading edge thinking, solution-based marketing approaches, and targeted success measures

· Restructure business opportunities to focus on the highest and best use of capabilities, reputation, and resources

· Understand and manage business risks related to ERISA programs

Cynthia Hayes, President

415 Waterford Drive

Cartersville, GA  30120

 

To contact us:

Phone: 404-606-1768

Fax: 404-751-0168

E-mail: chayes@oculuspartners.com